WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 288 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $454,662 | +0.4% | 15,651 | +0.0% | 0.00% | – |
| Q2 2023 | $452,816 | +5.9% | 15,647 | +4.3% | 0.00% | – |
| Q4 2022 | $427,685 | +3.1% | 15,006 | +1.6% | 0.00% | – |
| Q3 2022 | $415,000 | -10.6% | 14,776 | -8.0% | 0.00% | – |
| Q2 2022 | $464,000 | -12.6% | 16,066 | -2.0% | 0.00% | – |
| Q1 2022 | $531,000 | +6.0% | 16,392 | +8.1% | 0.00% | – |
| Q4 2021 | $501,000 | +3.3% | 15,166 | +0.0% | 0.00% | – |
| Q3 2021 | $485,000 | -0.2% | 15,159 | -0.3% | 0.00% | – |
| Q2 2021 | $486,000 | +2937.5% | 15,197 | +2816.9% | 0.00% | – |
| Q1 2021 | $16,000 | -5.9% | 521 | -13.0% | 0.00% | – |
| Q4 2020 | $17,000 | +30.8% | 599 | +1.0% | 0.00% | – |
| Q3 2020 | $13,000 | +8.3% | 593 | +1.0% | 0.00% | – |
| Q2 2020 | $12,000 | +20.0% | 587 | +0.7% | 0.00% | – |
| Q1 2020 | $10,000 | -61.5% | 583 | -35.6% | 0.00% | – |
| Q4 2019 | $26,000 | +4.0% | 905 | +0.8% | 0.00% | – |
| Q3 2019 | $25,000 | -94.9% | 898 | -95.0% | 0.00% | – |
| Q2 2019 | $486,000 | -10.8% | 17,925 | -9.4% | 0.00% | – |
| Q1 2019 | $545,000 | +12.4% | 19,782 | +0.0% | 0.00% | – |
| Q4 2018 | $485,000 | -17.5% | 19,779 | +0.0% | 0.00% | – |
| Q3 2018 | $588,000 | +0.3% | 19,773 | +0.0% | 0.00% | – |
| Q2 2018 | $586,000 | +8.1% | 19,768 | +0.0% | 0.00% | – |
| Q1 2018 | $542,000 | +4.8% | 19,766 | +11.1% | 0.00% | – |
| Q4 2017 | $517,000 | +13.9% | 17,795 | +229.2% | 0.00% | – |
| Q3 2017 | $454,000 | +4.4% | 5,405 | +0.0% | 0.00% | – |
| Q2 2017 | $435,000 | -24.3% | 5,404 | -24.3% | 0.00% | -100.0% |
| Q1 2017 | $575,000 | +15.2% | 7,138 | +14.6% | 0.00% | 0.0% |
| Q4 2016 | $499,000 | +2.7% | 6,231 | -3.6% | 0.00% | 0.0% |
| Q3 2016 | $486,000 | -45.0% | 6,462 | -47.6% | 0.00% | 0.0% |
| Q2 2016 | $884,000 | +165.5% | 12,336 | +154.5% | 0.00% | – |
| Q1 2016 | $333,000 | -8.0% | 4,848 | -13.0% | 0.00% | – |
| Q4 2015 | $362,000 | -22.0% | 5,572 | -24.3% | 0.00% | -100.0% |
| Q3 2015 | $464,000 | -5.3% | 7,361 | +5.9% | 0.00% | 0.0% |
| Q2 2015 | $490,000 | -12.7% | 6,950 | -10.6% | 0.00% | 0.0% |
| Q1 2015 | $561,000 | +92.1% | 7,778 | +88.8% | 0.00% | – |
| Q4 2014 | $292,000 | +9.0% | 4,119 | +0.0% | 0.00% | – |
| Q3 2014 | $268,000 | -7.9% | 4,117 | -0.9% | 0.00% | – |
| Q2 2014 | $291,000 | +11.1% | 4,155 | +8.4% | 0.00% | – |
| Q1 2014 | $262,000 | +0.8% | 3,832 | +0.0% | 0.00% | – |
| Q4 2013 | $260,000 | -42.5% | 3,831 | -46.9% | 0.00% | -100.0% |
| Q3 2013 | $452,000 | +13.6% | 7,209 | +5.9% | 0.00% | 0.0% |
| Q2 2013 | $398,000 | – | 6,809 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 287,741 | $8,114 | 3.62% |
| Del-Sette Capital Management, LLC | 125,124 | $3,528,505 | 3.47% |
| H&H Retirement Design & Management INC | 156,355 | $4,293,505 | 2.97% |
| Melone Private Wealth, LLC | 136,079 | $3,837,441 | 2.74% |
| HC Advisors, LLC | 155,534 | $4,386,059 | 2.61% |
| Kades & Cheifetz LLC | 112,692 | $3,177,925 | 2.52% |
| VAUGHAN & Co SECURITIES, INC. | 97,323 | $2,744,498 | 2.04% |
| INVENIO WEALTH PARTNERS LLC | 67,319 | $1,898,396 | 1.73% |
| DB Wealth Management Group, LLC | 90,340 | $2,547,577 | 1.61% |
| Key FInancial Inc | 146,897 | $4,142,506 | 1.40% |