WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 289 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $615 | -99.9% | 21,369 | +3.8% | 0.03% | -12.9% |
| Q2 2022 | $581,000 | +190.5% | 20,590 | +227.5% | 0.03% | +342.9% |
| Q1 2022 | $200,000 | -95.1% | 6,287 | -95.3% | 0.01% | -95.8% |
| Q3 2021 | $4,123,000 | – | 133,730 | – | 0.17% | – |
| Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $927,000 | -78.9% | 29,747 | -82.0% | 0.05% | -83.4% |
| Q4 2020 | $4,398,000 | +86.4% | 165,337 | +47.7% | 0.30% | +72.0% |
| Q3 2020 | $2,360,000 | +493.0% | 111,946 | +495.6% | 0.18% | +464.5% |
| Q2 2020 | $398,000 | +2241.2% | 18,797 | +9298.5% | 0.03% | +3000.0% |
| Q4 2016 | $17,000 | – | 200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 336,435 | $9,265,000 | 6.92% |
| Seneca House Advisors | 148,064 | $4,078,000 | 3.54% |
| HC FINANCIAL ADVISORS INC | 115,686 | $3,186,000 | 3.34% |
| Starfire Investment Advisers, Inc. | 257,220 | $7,083,000 | 3.25% |
| CAPITAL WEALTH MANAGEMENT, LLC | 115,089 | $3,170,000 | 3.17% |
| Opus Capital Group, LLC | 375,338 | $10,336,000 | 2.76% |
| Salomon & Ludwin, LLC | 421,085 | $11,597,000 | 2.39% |
| Truvestments Capital LLC | 95,209 | $2,622,000 | 2.01% |
| Merriman Wealth Management, LLC | 367,078 | $10,109,000 | 1.92% |
| Keudell/Morrison Wealth Management | 73,370 | $2,021,000 | 1.78% |