WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 307 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271 | -99.9% | 9,600 | -40.4% | 0.00% | -100.0% |
| Q3 2022 | $414,000 | -3.0% | 16,100 | +20.1% | 0.00% | 0.0% |
| Q1 2022 | $427,000 | +38.6% | 13,400 | -8.2% | 0.00% | – |
| Q3 2020 | $308,000 | +14.9% | 14,600 | -2.0% | 0.00% | – |
| Q1 2020 | $268,000 | -54.7% | 14,900 | -25.1% | 0.00% | -100.0% |
| Q3 2018 | $591,000 | +69.8% | 19,900 | +56.7% | 0.00% | – |
| Q2 2018 | $348,000 | 0.0% | 12,700 | 0.0% | 0.00% | – |
| Q1 2018 | $348,000 | – | 12,700 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Del-Sette Capital Management, LLC | 229,640 | $6,558,516 | 6.46% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 423,086 | $12,083 | 5.84% |
| H&H Retirement Design & Management INC | 156,428 | $4,447,254 | 2.83% |
| Melone Private Wealth, LLC | 133,106 | $3,708,335 | 2.83% |
| HC Advisors, LLC | 150,284 | $4,292,111 | 2.65% |
| VAUGHAN & Co SECURITIES, INC. | 119,718 | $3,419,132 | 2.54% |
| Kades & Cheifetz LLC | 109,229 | $3,119,571 | 2.46% |
| FFG RETIREMENT ADVISORS LLC | 79,122 | $2,259,724 | 1.94% |
| DB Wealth Management Group, LLC | 97,903 | $2,796,125 | 1.76% |
| WEST BANCORPORATION INC | 69,895 | $1,996,201 | 1.52% |