WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 134 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is 2.35 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $328,944 | -18.7% | 10,560 | -14.7% | 0.00% | – |
| Q1 2024 | $404,709 | +3.1% | 12,384 | +1.5% | 0.00% | – |
| Q4 2023 | $392,538 | +20.3% | 12,202 | +5.4% | 0.00% | – |
| Q3 2023 | $326,415 | -0.1% | 11,575 | +2.0% | 0.00% | – |
| Q2 2023 | $326,767 | +29.1% | 11,350 | +28.1% | 0.00% | – |
| Q1 2023 | $253,099 | -10.9% | 8,862 | -11.3% | 0.00% | – |
| Q4 2022 | $284,030 | +24.0% | 9,987 | +12.5% | 0.00% | – |
| Q3 2022 | $229,000 | -17.3% | 8,879 | -9.6% | 0.00% | – |
| Q2 2022 | $277,000 | -15.8% | 9,823 | -4.9% | 0.00% | – |
| Q1 2022 | $329,000 | -17.1% | 10,328 | -14.4% | 0.00% | – |
| Q4 2021 | $397,000 | -9.6% | 12,070 | -15.2% | 0.00% | – |
| Q3 2021 | $439,000 | -14.1% | 14,227 | -11.3% | 0.00% | – |
| Q2 2021 | $511,000 | -12.0% | 16,035 | -14.0% | 0.00% | – |
| Q1 2021 | $581,000 | +4.3% | 18,649 | -11.0% | 0.00% | – |
| Q4 2020 | $557,000 | +14.4% | 20,956 | -9.3% | 0.00% | – |
| Q3 2020 | $487,000 | -9.3% | 23,116 | -8.9% | 0.00% | – |
| Q2 2020 | $537,000 | +13.3% | 25,362 | -3.6% | 0.00% | – |
| Q1 2020 | $474,000 | -36.8% | 26,320 | +0.7% | 0.00% | – |
| Q4 2019 | $750,000 | +3.9% | 26,142 | -0.9% | 0.00% | – |
| Q3 2019 | $722,000 | -0.6% | 26,373 | -1.5% | 0.00% | – |
| Q2 2019 | $726,000 | -2.7% | 26,773 | -1.2% | 0.00% | – |
| Q1 2019 | $746,000 | +8.0% | 27,102 | -3.8% | 0.00% | – |
| Q4 2018 | $691,000 | -24.4% | 28,186 | -8.4% | 0.00% | – |
| Q3 2018 | $914,000 | -2.4% | 30,766 | -2.6% | 0.00% | – |
| Q2 2018 | $936,000 | +0.8% | 31,572 | -6.9% | 0.00% | – |
| Q1 2018 | $929,000 | -9.8% | 33,910 | -4.3% | 0.00% | – |
| Q4 2017 | $1,030,000 | +0.3% | 35,440 | +190.1% | 0.00% | – |
| Q3 2017 | $1,027,000 | +5.4% | 12,216 | +0.9% | 0.00% | – |
| Q2 2017 | $974,000 | +5.2% | 12,107 | +5.4% | 0.00% | – |
| Q1 2017 | $926,000 | +10.4% | 11,490 | +13.2% | 0.00% | – |
| Q4 2016 | $839,000 | +19.7% | 10,146 | +8.8% | 0.00% | – |
| Q3 2016 | $701,000 | +11.4% | 9,324 | +6.3% | 0.00% | – |
| Q2 2016 | $629,000 | -2.2% | 8,772 | -6.3% | 0.00% | – |
| Q1 2016 | $643,000 | -7.3% | 9,357 | -12.4% | 0.00% | – |
| Q4 2015 | $694,000 | -13.9% | 10,686 | -16.4% | 0.00% | – |
| Q3 2015 | $806,000 | -36.4% | 12,789 | -28.9% | 0.00% | – |
| Q2 2015 | $1,267,000 | -16.9% | 17,980 | -15.0% | 0.00% | -100.0% |
| Q1 2015 | $1,525,000 | -9.5% | 21,159 | -11.0% | 0.00% | 0.0% |
| Q4 2014 | $1,686,000 | +4.0% | 23,780 | -4.8% | 0.00% | 0.0% |
| Q3 2014 | $1,621,000 | +4.7% | 24,966 | +13.0% | 0.00% | 0.0% |
| Q2 2014 | $1,548,000 | +12.3% | 22,100 | +9.4% | 0.00% | 0.0% |
| Q1 2014 | $1,379,000 | +25.9% | 20,197 | +25.0% | 0.00% | – |
| Q4 2013 | $1,095,000 | +23.6% | 16,152 | +14.2% | 0.00% | – |
| Q3 2013 | $886,000 | +27.8% | 14,140 | +19.1% | 0.00% | – |
| Q2 2013 | $693,000 | – | 11,875 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guild Investment Management, Inc. | 104,100 | $8,611,000 | 7.82% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 270,624 | $22,386,000 | 6.83% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 92,977 | $7,691,000 | 6.60% |
| FundX Investment Group, LLC | 218,332 | $18,060,000 | 6.32% |
| Cranberry Lake Advisors LLC | 108,755 | $8,996,000 | 5.71% |
| Private Vista, LLC | 225,270 | $18,152,000 | 5.29% |
| Pointe Capital Management LLC | 108,947 | $9,012,178,000 | 5.14% |
| Starfire Investment Advisers, Inc. | 108,947 | $9,012,178,000 | 5.14% |
| TMD & ASSOCIATES, INC | 49,485 | $4,093,000 | 3.55% |
| Live Your Vision, LLC | 87,499 | $7,238,000 | 3.08% |