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 | $744,781 | -2.0% | 26,411 | 0.0% | 0.06% | +1.8% |
| Q2 2023 | $760,363 | +0.8% | 26,411 | +0.0% | 0.06% | -3.5% |
| Q1 2023 | $754,273 | +100335.8% | 26,410 | +0.0% | 0.06% | -3.4% |
| Q4 2022 | $751 | -99.9% | 26,408 | -0.6% | 0.06% | +3.5% |
| Q3 2022 | $684,000 | -14.2% | 26,577 | -5.9% | 0.06% | -6.6% |
| Q2 2022 | $797,000 | -11.4% | 28,248 | +0.0% | 0.06% | 0.0% |
| Q1 2022 | $900,000 | -3.0% | 28,245 | +0.0% | 0.06% | +3.4% |
| Q4 2021 | $928,000 | +6.5% | 28,243 | +0.0% | 0.06% | -3.3% |
| Q3 2021 | $871,000 | -2.1% | 28,239 | +1.2% | 0.06% | -1.6% |
| Q2 2021 | $890,000 | 0.0% | 27,897 | -2.4% | 0.06% | -7.5% |
| Q1 2021 | $890,000 | +18.0% | 28,572 | +0.7% | 0.07% | +11.7% |
| Q4 2020 | $754,000 | +24.0% | 28,365 | -1.8% | 0.06% | +11.1% |
| Q3 2020 | $608,000 | -73.5% | 28,881 | -73.4% | 0.05% | -75.2% |
| Q2 2020 | $2,296,000 | +17.6% | 108,439 | +0.1% | 0.22% | +1.4% |
| Q1 2020 | $1,952,000 | -24.9% | 108,350 | +19.6% | 0.22% | -9.3% |
| Q4 2019 | $2,599,000 | +7.3% | 90,624 | +2.4% | 0.24% | -0.8% |
| Q3 2019 | $2,423,000 | +3.5% | 88,543 | +2.5% | 0.24% | +1.7% |
| Q2 2019 | $2,342,000 | -2.7% | 86,401 | -1.2% | 0.24% | -2.9% |
| Q1 2019 | $2,408,000 | +10.5% | 87,443 | -1.6% | 0.24% | -2.4% |
| Q4 2018 | $2,180,000 | -21.6% | 88,905 | -5.1% | 0.25% | -9.8% |
| Q3 2018 | $2,782,000 | +25.4% | 93,652 | +25.1% | 0.28% | +16.5% |
| Q2 2018 | $2,219,000 | +9.6% | 74,868 | +1.3% | 0.24% | +7.3% |
| Q1 2018 | $2,025,000 | -1.7% | 73,919 | +4.2% | 0.22% | -7.9% |
| Q4 2017 | $2,061,000 | +6.7% | 70,964 | +208.8% | 0.24% | -0.8% |
| Q3 2017 | $1,931,000 | +8.3% | 22,981 | +3.7% | 0.24% | +8.1% |
| Q2 2017 | $1,783,000 | +2.5% | 22,159 | +2.7% | 0.22% | -1.3% |
| Q1 2017 | $1,740,000 | +0.6% | 21,585 | +3.3% | 0.23% | -3.0% |
| Q4 2016 | $1,729,000 | -52.3% | 20,905 | -58.9% | 0.23% | -6.8% |
| Q3 2016 | $3,626,000 | +152.5% | 50,882 | +154.0% | 0.25% | +26.3% |
| Q2 2016 | $1,436,000 | -32.4% | 20,035 | -35.2% | 0.20% | -33.6% |
| Q1 2016 | $2,125,000 | +1.9% | 30,926 | -3.7% | 0.30% | 0.0% |
| Q4 2015 | $2,086,000 | +3.1% | 32,129 | +0.1% | 0.30% | -3.9% |
| Q3 2015 | $2,023,000 | -8.2% | 32,106 | +2.7% | 0.31% | -5.8% |
| Q2 2015 | $2,203,000 | +3.9% | 31,277 | +6.3% | 0.33% | +7.5% |
| Q1 2015 | $2,121,000 | +14.9% | 29,424 | +13.0% | 0.31% | +11.7% |
| Q4 2014 | $1,846,000 | -66.0% | 26,032 | -68.9% | 0.27% | -68.7% |
| Q3 2014 | $5,428,000 | -3.9% | 83,583 | +3.7% | 0.88% | -5.3% |
| Q2 2014 | $5,646,000 | +6.3% | 80,620 | +3.6% | 0.92% | +6.0% |
| Q1 2014 | $5,312,000 | +10.7% | 77,818 | +10.0% | 0.87% | +9.3% |
| Q4 2013 | $4,797,000 | -33.6% | 70,766 | -38.6% | 0.80% | -38.9% |
| Q3 2013 | $7,222,000 | +15.6% | 115,305 | +7.7% | 1.31% | +11.3% |
| Q2 2013 | $6,245,000 | – | 107,026 | – | 1.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 505,750 | $9,113,631,000 | 11.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 397,375 | $7,161,000 | 4.86% |
| Stevard, LLC | 161,435 | $4,097,000 | 2.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 99,748 | $1,798,000 | 2.25% |
| Starfire Investment Advisers, Inc. | 219,761 | $3,960,000 | 2.18% |
| Opus Capital Group, LLC | 284,341 | $5,124,000 | 1.81% |
| Salomon & Ludwin, LLC | 370,598 | $6,678,000 | 1.72% |
| BCS Wealth Management | 135,492 | $2,442,000 | 1.71% |
| HC FINANCIAL ADVISORS INC | 97,184 | $1,751,000 | 1.56% |
| John W. Brooker & Co., CPAs | 104,393 | $1,881,000 | 1.36% |