WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 293 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,090,067 | -4.0% | 99,200 | +0.8% | 0.02% | -24.1% |
| Q1 2024 | $3,217,348 | +1.8% | 98,450 | +0.2% | 0.03% | -6.5% |
| Q4 2023 | $3,159,983 | +11.4% | 98,228 | -2.4% | 0.03% | -3.1% |
| Q3 2023 | $2,837,080 | -13.1% | 100,606 | -11.3% | 0.03% | -13.5% |
| Q2 2023 | $3,266,286 | +62.3% | 113,452 | +61.1% | 0.04% | +48.0% |
| Q1 2023 | $2,011,910 | +7.2% | 70,445 | +6.7% | 0.02% | 0.0% |
| Q4 2022 | $1,876,964 | +28.7% | 65,997 | +16.5% | 0.02% | +13.6% |
| Q3 2022 | $1,458,000 | -8.0% | 56,651 | +0.9% | 0.02% | -8.3% |
| Q2 2022 | $1,585,000 | -2.8% | 56,168 | +9.6% | 0.02% | +9.1% |
| Q1 2022 | $1,630,000 | +10.4% | 51,243 | +14.0% | 0.02% | 0.0% |
| Q4 2021 | $1,477,000 | +14.7% | 44,961 | +7.3% | 0.02% | +4.8% |
| Q3 2021 | $1,288,000 | +2.7% | 41,919 | +6.6% | 0.02% | -8.7% |
| Q2 2021 | $1,254,000 | +19.2% | 39,341 | +16.3% | 0.02% | 0.0% |
| Q1 2021 | $1,052,000 | +51.8% | 33,821 | +30.1% | 0.02% | +43.8% |
| Q4 2020 | $693,000 | -76.4% | 25,996 | -81.4% | 0.02% | -66.0% |
| Q3 2020 | $2,942,000 | +222.6% | 139,653 | +224.9% | 0.05% | +80.8% |
| Q2 2020 | $912,000 | -25.0% | 42,980 | -36.4% | 0.03% | -27.8% |
| Q1 2020 | $1,216,000 | -36.4% | 67,539 | +1.4% | 0.04% | -18.2% |
| Q4 2019 | $1,913,000 | +627.4% | 66,585 | +586.9% | 0.04% | +266.7% |
| Q2 2019 | $263,000 | – | 9,693 | – | 0.01% | – |
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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% |