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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,689,690 | -6.8% | 59,918 | -4.8% | 0.01% | -44.4% |
Q2 2023 | $1,812,497 | -18.0% | 62,956 | -18.6% | 0.01% | +80.0% |
Q1 2023 | $2,209,030 | +13.1% | 77,347 | +12.6% | 0.01% | +25.0% |
Q4 2022 | $1,953,487 | +5.5% | 68,688 | -4.5% | 0.00% | -20.0% |
Q3 2022 | $1,851,000 | +18.6% | 71,921 | +30.0% | 0.01% | +25.0% |
Q2 2022 | $1,561,000 | -6.0% | 55,319 | +6.2% | 0.00% | 0.0% |
Q1 2022 | $1,660,000 | +16.2% | 52,081 | +19.8% | 0.00% | +33.3% |
Q4 2021 | $1,428,000 | +32.5% | 43,456 | +24.3% | 0.00% | 0.0% |
Q3 2021 | $1,078,000 | +6.9% | 34,964 | +10.6% | 0.00% | 0.0% |
Q2 2021 | $1,008,000 | +98.8% | 31,613 | +94.3% | 0.00% | +50.0% |
Q1 2021 | $507,000 | +21.0% | 16,271 | +3.3% | 0.00% | +100.0% |
Q4 2020 | $419,000 | +30.1% | 15,751 | +3.1% | 0.00% | 0.0% |
Q3 2020 | $322,000 | +10.7% | 15,277 | +11.1% | 0.00% | 0.0% |
Q2 2020 | $291,000 | -8.8% | 13,749 | +23.7% | 0.00% | 0.0% |
Q4 2019 | $319,000 | -2.1% | 11,112 | -7.7% | 0.00% | -50.0% |
Q2 2019 | $326,000 | -40.5% | 12,042 | -39.5% | 0.00% | -33.3% |
Q1 2019 | $548,000 | +12.3% | 19,893 | +0.0% | 0.00% | 0.0% |
Q4 2018 | $488,000 | -19.6% | 19,886 | -2.6% | 0.00% | 0.0% |
Q3 2018 | $607,000 | – | 20,420 | – | 0.00% | – |
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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% |