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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $4,000 | -20.0% | 177 | 0.0% | 0.00% | – |
| Q3 2018 | $5,000 | 0.0% | 177 | 0.0% | 0.00% | – |
| Q1 2018 | $5,000 | 0.0% | 177 | 0.0% | 0.00% | – |
| Q4 2017 | $5,000 | 0.0% | 177 | +200.0% | 0.00% | – |
| Q3 2017 | $5,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q2 2017 | $5,000 | -99.0% | 59 | -99.2% | 0.00% | -100.0% |
| Q1 2014 | $479,000 | +230.3% | 7,016 | +228.3% | 0.02% | -68.8% |
| Q4 2013 | $145,000 | -4.0% | 2,137 | -11.5% | 0.08% | -12.5% |
| Q3 2013 | $151,000 | – | 2,415 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 525,546 | $15,072,686,000 | 13.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 385,705 | $11,062,000 | 7.58% |
| Seneca House Advisors | 141,579 | $4,060,000 | 3.51% |
| CAPITAL WEALTH MANAGEMENT, LLC | 107,978 | $3,097,000 | 3.16% |
| Starfire Investment Advisers, Inc. | 487,852 | $13,990,000 | 2.67% |
| BCS Wealth Management | 136,192 | $3,906,000 | 2.60% |
| Opus Capital Group, LLC | 307,223 | $8,811,000 | 2.59% |
| HC FINANCIAL ADVISORS INC | 98,029 | $2,811,000 | 2.21% |
| Salomon & Ludwin, LLC | 377,364 | $10,823,000 | 2.15% |
| Stevard, LLC | 111,406 | $3,195,000 | 2.01% |