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 | $2,380,390 | +33.8% | 84,411 | +36.6% | 0.00% | – |
| Q2 2023 | $1,778,416 | +0.7% | 61,772 | -0.1% | 0.00% | – |
| Q1 2023 | $1,766,579 | +91.7% | 61,855 | +90.9% | 0.00% | – |
| Q4 2022 | $921,456 | +23.7% | 32,400 | +12.0% | 0.00% | – |
| Q3 2022 | $745,000 | -24.1% | 28,939 | -16.9% | 0.00% | – |
| Q2 2022 | $982,000 | +227.3% | 34,820 | +270.4% | 0.00% | – |
| Q1 2022 | $300,000 | -87.2% | 9,400 | -86.8% | 0.00% | – |
| Q4 2021 | $2,338,000 | +31.1% | 71,200 | +23.2% | 0.00% | – |
| Q3 2021 | $1,783,000 | +184.4% | 57,808 | +193.7% | 0.00% | – |
| Q2 2021 | $627,000 | -63.7% | 19,686 | -64.5% | 0.00% | – |
| Q1 2021 | $1,728,000 | -62.5% | 55,467 | -68.0% | 0.00% | – |
| Q4 2020 | $4,608,000 | +125.4% | 173,212 | +78.6% | 0.00% | – |
| Q3 2020 | $2,044,000 | +19.0% | 96,958 | +19.6% | 0.00% | – |
| Q2 2020 | $1,717,000 | -82.1% | 81,083 | -84.8% | 0.00% | -100.0% |
| Q1 2020 | $9,602,000 | +1213.5% | 532,859 | +1989.6% | 0.00% | – |
| Q4 2019 | $731,000 | -51.9% | 25,500 | -54.1% | 0.00% | – |
| Q3 2019 | $1,519,000 | -30.1% | 55,524 | -30.7% | 0.00% | – |
| Q2 2019 | $2,172,000 | +271.9% | 80,100 | +277.8% | 0.00% | – |
| Q1 2019 | $584,000 | -65.2% | 21,200 | -69.0% | 0.00% | – |
| Q4 2018 | $1,677,000 | -23.6% | 68,375 | -7.4% | 0.00% | – |
| Q3 2018 | $2,196,000 | +152.1% | 73,871 | +151.3% | 0.00% | – |
| Q2 2018 | $871,000 | -69.4% | 29,400 | -71.7% | 0.00% | -100.0% |
| Q1 2018 | $2,849,000 | +46.5% | 104,007 | +55.3% | 0.00% | – |
| Q4 2017 | $1,945,000 | -23.6% | 66,960 | +121.0% | 0.00% | -100.0% |
| Q3 2017 | $2,546,000 | +1.1% | 30,301 | -3.2% | 0.00% | 0.0% |
| Q2 2017 | $2,519,000 | -56.9% | 31,300 | -56.8% | 0.00% | -66.7% |
| Q1 2017 | $5,839,000 | +201.6% | 72,417 | +209.5% | 0.00% | +200.0% |
| Q4 2016 | $1,936,000 | -36.3% | 23,400 | -42.1% | 0.00% | -50.0% |
| Q3 2016 | $3,038,000 | +0.7% | 40,400 | -4.0% | 0.00% | 0.0% |
| Q2 2016 | $3,017,000 | +257.0% | 42,100 | +242.3% | 0.00% | – |
| Q1 2016 | $845,000 | -71.6% | 12,300 | -73.2% | 0.00% | -100.0% |
| Q4 2015 | $2,979,000 | -59.6% | 45,865 | -60.7% | 0.00% | -66.7% |
| Q3 2015 | $7,366,000 | +22.2% | 116,825 | +36.5% | 0.00% | +50.0% |
| Q2 2015 | $6,028,000 | +156.4% | 85,563 | +162.4% | 0.00% | +100.0% |
| Q1 2015 | $2,351,000 | -31.6% | 32,606 | -32.7% | 0.00% | 0.0% |
| Q4 2014 | $3,435,000 | -72.7% | 48,433 | -75.0% | 0.00% | -80.0% |
| Q3 2014 | $12,597,000 | -29.4% | 193,882 | -23.9% | 0.01% | -37.5% |
| Q2 2014 | $17,835,000 | +29.5% | 254,673 | +26.2% | 0.01% | +14.3% |
| Q1 2014 | $13,775,000 | +410.6% | 201,800 | +407.0% | 0.01% | +600.0% |
| Q4 2013 | $2,698,000 | -38.0% | 39,800 | -42.8% | 0.00% | -50.0% |
| Q3 2013 | $4,355,000 | -54.4% | 69,569 | -57.5% | 0.00% | -66.7% |
| Q2 2013 | $9,550,000 | – | 163,675 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 505,750 | $9,113,631,000 | 11.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 397,375 | $7,161,000 | 4.86% |
| Stevard, LLC | 161,435 | $4,097,000 | 2.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 99,748 | $1,798,000 | 2.25% |
| Starfire Investment Advisers, Inc. | 219,761 | $3,960,000 | 2.18% |
| Opus Capital Group, LLC | 284,341 | $5,124,000 | 1.81% |
| Salomon & Ludwin, LLC | 370,598 | $6,678,000 | 1.72% |
| BCS Wealth Management | 135,492 | $2,442,000 | 1.71% |
| HC FINANCIAL ADVISORS INC | 97,184 | $1,751,000 | 1.56% |
| John W. Brooker & Co., CPAs | 104,393 | $1,881,000 | 1.36% |