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 | $63,450 | -2.1% | 2,250 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $64,778 | +0.8% | 2,250 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $64,260 | +0.4% | 2,250 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $63,990 | -0.0% | 2,250 | -9.1% | 0.01% | 0.0% |
| Q3 2022 | $64,000 | -8.6% | 2,475 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $70,000 | -18.6% | 2,475 | -5.7% | 0.01% | 0.0% |
| Q4 2021 | $86,000 | -20.4% | 2,625 | -22.7% | 0.01% | -37.5% |
| Q2 2021 | $108,000 | +31.7% | 3,395 | +28.6% | 0.01% | +33.3% |
| Q1 2021 | $82,000 | +12.3% | 2,639 | -2.8% | 0.01% | 0.0% |
| Q4 2020 | $73,000 | -30.5% | 2,714 | -45.3% | 0.01% | -40.0% |
| Q3 2020 | $105,000 | 0.0% | 4,966 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $105,000 | -23.9% | 4,966 | -35.6% | 0.01% | -23.1% |
| Q1 2020 | $138,000 | -38.1% | 7,706 | -0.7% | 0.01% | -23.5% |
| Q4 2019 | $223,000 | 0.0% | 7,757 | -4.5% | 0.02% | -5.6% |
| Q3 2019 | $223,000 | -10.4% | 8,123 | -11.4% | 0.02% | -14.3% |
| Q2 2019 | $249,000 | -2.7% | 9,173 | -1.3% | 0.02% | -4.5% |
| Q1 2019 | $256,000 | +11.3% | 9,293 | -1.1% | 0.02% | 0.0% |
| Q4 2018 | $230,000 | -17.6% | 9,394 | 0.0% | 0.02% | -8.3% |
| Q3 2018 | $279,000 | -1.1% | 9,394 | -1.1% | 0.02% | -4.0% |
| Q2 2018 | $282,000 | +6.0% | 9,502 | -1.9% | 0.02% | 0.0% |
| Q1 2018 | $266,000 | -9.5% | 9,690 | -4.1% | 0.02% | -7.4% |
| Q4 2017 | $294,000 | -1.7% | 10,101 | +184.1% | 0.03% | -10.0% |
| Q3 2017 | $299,000 | -48.7% | 3,556 | -51.0% | 0.03% | -50.0% |
| Q2 2017 | $583,000 | -19.1% | 7,250 | -19.0% | 0.06% | -23.1% |
| Q1 2017 | $721,000 | +40.5% | 8,951 | +44.5% | 0.08% | +32.2% |
| Q4 2016 | $513,000 | +23.9% | 6,195 | +12.5% | 0.06% | +13.5% |
| Q3 2016 | $414,000 | +17.6% | 5,509 | +12.2% | 0.05% | +10.6% |
| Q2 2016 | $352,000 | -3.8% | 4,912 | -7.8% | 0.05% | -7.8% |
| Q1 2016 | $366,000 | +1.4% | 5,327 | -4.3% | 0.05% | -1.9% |
| Q4 2015 | $361,000 | +21.1% | 5,566 | +17.6% | 0.05% | +13.0% |
| Q3 2015 | $298,000 | +20.2% | 4,732 | +34.2% | 0.05% | +27.8% |
| Q2 2015 | $248,000 | +38.5% | 3,526 | +42.2% | 0.04% | +38.5% |
| Q1 2015 | $179,000 | +113.1% | 2,479 | +110.1% | 0.03% | +116.7% |
| Q4 2014 | $84,000 | +71.4% | 1,180 | +57.3% | 0.01% | +71.4% |
| Q3 2014 | $49,000 | -7.5% | 750 | 0.0% | 0.01% | -12.5% |
| Q2 2014 | $53,000 | +3.9% | 750 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $51,000 | 0.0% | 750 | 0.0% | 0.01% | -11.1% |
| Q4 2013 | $51,000 | – | 750 | – | 0.01% | – |
Download | ||||||
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% |