WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 263 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $749,371 | -6.8% | 27,868 | -0.2% | 0.02% | +6.2% |
| Q2 2023 | $803,644 | -6.5% | 27,914 | -7.3% | 0.02% | -11.1% |
| Q1 2023 | $859,799 | +10.2% | 30,105 | +9.7% | 0.02% | +28.6% |
| Q4 2022 | $780,393 | +13.1% | 27,440 | +2.4% | 0.01% | 0.0% |
| Q3 2022 | $690,000 | +7.8% | 26,790 | +18.0% | 0.01% | +16.7% |
| Q2 2022 | $640,000 | -1.1% | 22,703 | +11.9% | 0.01% | +9.1% |
| Q1 2022 | $647,000 | +7.5% | 20,293 | +10.9% | 0.01% | +22.2% |
| Q4 2021 | $602,000 | +4.3% | 18,300 | -2.4% | 0.01% | -10.0% |
| Q3 2021 | $577,000 | +9.9% | 18,746 | +11.2% | 0.01% | 0.0% |
| Q1 2021 | $525,000 | +21.5% | 16,855 | +3.8% | 0.01% | +25.0% |
| Q4 2020 | $432,000 | +26.3% | 16,234 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $342,000 | -20.1% | 16,234 | -19.6% | 0.01% | -20.0% |
| Q2 2020 | $428,000 | -15.6% | 20,193 | -28.2% | 0.01% | -33.3% |
| Q1 2020 | $507,000 | -32.1% | 28,132 | +8.0% | 0.02% | -11.8% |
| Q4 2019 | $747,000 | +11.3% | 26,047 | +6.2% | 0.02% | +6.2% |
| Q3 2019 | $671,000 | -12.9% | 24,522 | -13.7% | 0.02% | -11.1% |
| Q2 2019 | $770,000 | +3.9% | 28,426 | +5.7% | 0.02% | 0.0% |
| Q1 2019 | $741,000 | +68.4% | 26,905 | +50.2% | 0.02% | +38.5% |
| Q4 2018 | $440,000 | -8.3% | 17,910 | +10.9% | 0.01% | +8.3% |
| Q3 2018 | $480,000 | +6.4% | 16,147 | +6.2% | 0.01% | 0.0% |
| Q2 2018 | $451,000 | +7.9% | 15,203 | -0.4% | 0.01% | 0.0% |
| Q1 2018 | $418,000 | -30.1% | 15,270 | -25.8% | 0.01% | -25.0% |
| Q4 2017 | $598,000 | +23.0% | 20,574 | +255.9% | 0.02% | +14.3% |
| Q3 2017 | $486,000 | +5.7% | 5,781 | +1.2% | 0.01% | 0.0% |
| Q2 2017 | $460,000 | -2.1% | 5,715 | -2.1% | 0.01% | -6.7% |
| Q1 2017 | $470,000 | -2.7% | 5,836 | 0.0% | 0.02% | -6.2% |
| Q4 2016 | $483,000 | +10.0% | 5,836 | 0.0% | 0.02% | +6.7% |
| Q3 2016 | $439,000 | +5.0% | 5,836 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $418,000 | +4.2% | 5,836 | 0.0% | 0.02% | +7.1% |
| Q1 2016 | $401,000 | +7.2% | 5,836 | +1.2% | 0.01% | 0.0% |
| Q4 2015 | $374,000 | -35.2% | 5,765 | -37.1% | 0.01% | -36.4% |
| Q3 2015 | $577,000 | -10.7% | 9,165 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $646,000 | -2.3% | 9,165 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $661,000 | -9.8% | 9,165 | -11.4% | 0.02% | -12.0% |
| Q4 2014 | $733,000 | +9.1% | 10,341 | 0.0% | 0.02% | +13.6% |
| Q3 2014 | $672,000 | -13.4% | 10,341 | -6.7% | 0.02% | -12.0% |
| Q2 2014 | $776,000 | +2.6% | 11,081 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $756,000 | +51.2% | 11,081 | +50.3% | 0.02% | +47.1% |
| Q4 2013 | $500,000 | – | 7,371 | – | 0.02% | – |
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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% |