WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 247 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 0.61 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,670,111 | -4.9% | 53,628 | -0.2% | 0.12% | -7.8% |
| Q1 2024 | $1,756,550 | -0.1% | 53,750 | -1.6% | 0.13% | -6.5% |
| Q4 2023 | $1,757,833 | +149.2% | 54,642 | +118.5% | 0.14% | +102.9% |
| Q3 2023 | $705,310 | -1.0% | 25,011 | +1.1% | 0.07% | -33.3% |
| Q2 2023 | $712,466 | +4.4% | 24,747 | +3.6% | 0.10% | +2.0% |
| Q1 2023 | $682,470 | +3.3% | 23,896 | +2.8% | 0.10% | +4.2% |
| Q4 2022 | $660,774 | +24.9% | 23,234 | +13.0% | 0.10% | +11.6% |
| Q3 2022 | $529,000 | +1.0% | 20,560 | +10.8% | 0.09% | +7.5% |
| Q2 2022 | $524,000 | -13.1% | 18,563 | -2.0% | 0.08% | -1.2% |
| Q1 2022 | $603,000 | +0.7% | 18,944 | +3.8% | 0.08% | +5.2% |
| Q4 2021 | $599,000 | +5.6% | 18,242 | -0.8% | 0.08% | -2.5% |
| Q3 2021 | $567,000 | -2.4% | 18,391 | +1.0% | 0.08% | -1.2% |
| Q2 2021 | $581,000 | -4.1% | 18,217 | -6.4% | 0.08% | -8.0% |
| Q1 2021 | $606,000 | +4.8% | 19,461 | -10.4% | 0.09% | -1.1% |
| Q4 2020 | $578,000 | -0.2% | 21,716 | -20.9% | 0.09% | -8.3% |
| Q3 2020 | $579,000 | -28.8% | 27,465 | -28.5% | 0.10% | -33.8% |
| Q2 2020 | $813,000 | -25.5% | 38,405 | -36.6% | 0.14% | -35.0% |
| Q1 2020 | $1,091,000 | -35.2% | 60,564 | +3.2% | 0.22% | -15.8% |
| Q4 2019 | $1,683,000 | +6.3% | 58,687 | +1.5% | 0.26% | -4.3% |
| Q3 2019 | $1,583,000 | -28.3% | 57,814 | -29.0% | 0.28% | -29.9% |
| Q2 2019 | $2,207,000 | -16.0% | 81,407 | -14.7% | 0.40% | -17.4% |
| Q1 2019 | $2,627,000 | +91.2% | 95,391 | +70.3% | 0.48% | +115.3% |
| Q4 2018 | $1,374,000 | – | 56,005 | – | 0.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 97,657 | $7,873,000 | 6.82% |
| Cranberry Lake Advisors LLC | 113,755 | $9,171,000 | 6.14% |
| Starfire Investment Advisers, Inc. | 109,475 | $8,739,402,000 | 4.71% |
| TMD & ASSOCIATES, INC | 51,680 | $4,166,000 | 3.83% |
| Private Vista, LLC | 163,755 | $13,391,000 | 3.33% |
| Jacobus Wealth Management, Inc. | 95,353 | $7,687,000 | 2.16% |
| INSPIRION WEALTH ADVISORS, LLC | 39,924 | $3,219,000 | 1.82% |
| PALLADIUM PARTNERS LLC | 259,214 | $20,898,000 | 1.68% |
| AJ WEALTH STRATEGIES, LLC | 45,640 | $3,680,000 | 1.60% |
| Evanson Asset Management, LLC | 76,561 | $6,172,000 | 1.52% |