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 | $78 | -38.6% | 2,775 | -37.3% | 0.03% | -44.1% |
| Q2 2023 | $127 | -1.6% | 4,425 | -2.2% | 0.06% | +1.7% |
| Q1 2023 | $129 | 0.0% | 4,525 | 0.0% | 0.06% | -10.8% |
| Q4 2022 | $129 | -99.9% | 4,525 | -38.2% | 0.06% | -30.9% |
| Q3 2022 | $189,000 | -16.4% | 7,325 | -8.7% | 0.09% | -9.6% |
| Q2 2022 | $226,000 | -13.1% | 8,025 | -1.5% | 0.10% | +8.3% |
| Q1 2022 | $260,000 | -17.2% | 8,150 | -14.6% | 0.10% | -12.7% |
| Q4 2021 | $314,000 | -3.4% | 9,545 | -9.5% | 0.11% | -6.8% |
| Q3 2021 | $325,000 | -22.2% | 10,545 | -19.5% | 0.12% | -22.4% |
| Q2 2021 | $418,000 | +0.5% | 13,095 | -1.9% | 0.15% | -4.4% |
| Q1 2021 | $416,000 | -11.9% | 13,345 | -24.8% | 0.16% | -11.7% |
| Q4 2020 | $472,000 | +18.0% | 17,745 | -6.6% | 0.18% | +8.4% |
| Q3 2020 | $400,000 | -0.5% | 18,995 | 0.0% | 0.17% | -4.0% |
| Q2 2020 | $402,000 | +12.9% | 18,995 | -3.8% | 0.17% | -12.2% |
| Q1 2020 | $356,000 | -37.1% | 19,745 | 0.0% | 0.20% | -16.9% |
| Q4 2019 | $566,000 | -7.1% | 19,745 | -11.2% | 0.24% | -10.2% |
| Q3 2019 | $609,000 | -1.3% | 22,245 | -2.2% | 0.26% | -2.2% |
| Q2 2019 | $617,000 | -2.4% | 22,746 | -0.9% | 0.27% | +1.1% |
| Q1 2019 | $632,000 | +10.7% | 22,944 | -1.5% | 0.27% | -2.6% |
| Q4 2018 | $571,000 | -27.1% | 23,293 | -11.7% | 0.27% | -13.0% |
| Q3 2018 | $783,000 | +41.6% | 26,367 | +41.3% | 0.32% | +40.6% |
| Q2 2018 | $553,000 | +33.6% | 18,665 | +23.5% | 0.22% | +26.6% |
| Q1 2018 | $414,000 | +43.8% | 15,112 | +52.4% | 0.18% | +56.6% |
| Q4 2017 | $288,000 | +33.3% | 9,914 | +285.8% | 0.11% | +22.8% |
| Q3 2017 | $216,000 | +4.3% | 2,570 | 0.0% | 0.09% | +3.4% |
| Q2 2017 | $207,000 | – | 2,570 | – | 0.09% | – |
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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% |