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 | $1,064,954 | -31.5% | 37,764 | -30.1% | 0.05% | -28.8% |
| Q2 2023 | $1,555,315 | -9.5% | 54,023 | -10.2% | 0.07% | -15.4% |
| Q1 2023 | $1,718,072 | +48052.2% | 60,157 | -52.1% | 0.08% | -18.8% |
| Q4 2022 | $3,568 | -99.8% | 125,462 | +76.7% | 0.10% | -21.3% |
| Q3 2022 | $1,827,000 | -10.9% | 70,987 | -2.3% | 0.12% | -19.2% |
| Q2 2022 | $2,050,000 | -17.4% | 72,644 | -6.7% | 0.15% | +11.0% |
| Q1 2022 | $2,481,000 | -7.3% | 77,838 | -4.4% | 0.14% | +0.7% |
| Q4 2021 | $2,676,000 | +1.1% | 81,426 | -5.1% | 0.14% | -7.5% |
| Q3 2021 | $2,646,000 | -9.9% | 85,842 | -6.8% | 0.15% | -9.9% |
| Q2 2021 | $2,937,000 | -3.5% | 92,103 | -5.7% | 0.16% | -10.5% |
| Q1 2021 | $3,042,000 | +13.3% | 97,648 | -3.3% | 0.18% | +9.0% |
| Q4 2020 | $2,686,000 | +20.4% | 100,971 | -4.6% | 0.17% | +4.4% |
| Q3 2020 | $2,231,000 | -7.0% | 105,855 | -6.6% | 0.16% | -10.7% |
| Q2 2020 | $2,399,000 | +14.1% | 113,281 | -2.9% | 0.18% | -12.7% |
| Q1 2020 | $2,102,000 | -40.0% | 116,670 | -4.5% | 0.20% | -33.3% |
| Q4 2019 | $3,504,000 | +1.7% | 122,182 | -2.9% | 0.31% | -7.0% |
| Q3 2019 | $3,445,000 | -5.1% | 125,854 | -6.0% | 0.33% | -6.0% |
| Q2 2019 | $3,631,000 | -2.2% | 133,934 | -0.6% | 0.35% | -5.7% |
| Q1 2019 | $3,711,000 | +12.3% | 134,732 | -0.0% | 0.37% | -1.9% |
| Q4 2018 | $3,305,000 | -19.5% | 134,744 | -2.5% | 0.38% | -18.4% |
| Q3 2018 | $4,105,000 | -5.2% | 138,178 | -5.4% | 0.46% | -7.0% |
| Q2 2018 | $4,329,000 | +6.1% | 146,015 | -2.0% | 0.50% | -2.7% |
| Q1 2018 | $4,082,000 | -4.5% | 148,974 | +1.3% | 0.51% | +1.6% |
| Q4 2017 | $4,274,000 | – | 147,110 | – | 0.50% | – |
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% |