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 | $1,689,690 | -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 ↓ |
|---|---|---|---|
| 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% |