WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 287 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331 | -2.9% | 11,730 | -0.8% | 0.01% | 0.0% |
| Q2 2023 | $341 | -28.2% | 11,828 | -28.9% | 0.01% | -37.5% |
| Q1 2023 | $475 | -99.9% | 16,625 | +2.6% | 0.01% | 0.0% |
| Q4 2022 | $461,000 | -99.9% | 16,199 | -7.3% | 0.01% | -11.1% |
| Q3 2022 | $450,000,000 | +78297.2% | 17,480 | -14.1% | 0.01% | -18.2% |
| Q2 2022 | $574,000 | -20.6% | 20,349 | -10.3% | 0.01% | -15.4% |
| Q1 2022 | $723,000 | -99.9% | 22,687 | +2.3% | 0.01% | 0.0% |
| Q4 2021 | $728,000,000 | +104799.1% | 22,167 | -1.5% | 0.01% | -7.1% |
| Q3 2021 | $694,000 | -9.0% | 22,502 | -5.9% | 0.01% | -12.5% |
| Q2 2021 | $763,000 | +0.8% | 23,917 | -1.6% | 0.02% | -11.1% |
| Q1 2021 | $757,000 | +16.1% | 24,316 | -0.8% | 0.02% | 0.0% |
| Q4 2020 | $652,000 | +22.6% | 24,509 | -2.9% | 0.02% | 0.0% |
| Q3 2020 | $532,000 | -6.5% | 25,249 | -6.0% | 0.02% | -18.2% |
| Q2 2020 | $569,000 | – | 26,872 | – | 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% |