WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 288 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $468,035 | -2.0% | 16,597 | 0.0% | 0.06% | -9.0% |
| Q2 2023 | $477,828 | +0.8% | 16,597 | 0.0% | 0.07% | -5.6% |
| Q1 2023 | $474,010 | +0.4% | 16,597 | 0.0% | 0.07% | -4.1% |
| Q4 2022 | $472,019 | -1.0% | 16,597 | -10.4% | 0.07% | -6.3% |
| Q3 2022 | $477,000 | -12.5% | 18,517 | -4.1% | 0.08% | -9.2% |
| Q2 2022 | $545,000 | -14.2% | 19,317 | -3.0% | 0.09% | +3.6% |
| Q1 2022 | $635,000 | -0.2% | 19,917 | +2.9% | 0.08% | +3.7% |
| Q4 2021 | $636,000 | +28.5% | 19,353 | +20.6% | 0.08% | +20.9% |
| Q3 2021 | $495,000 | -6.2% | 16,045 | -3.1% | 0.07% | -6.9% |
| Q2 2021 | $528,000 | +25.7% | 16,565 | +22.9% | 0.07% | +14.3% |
| Q1 2021 | $420,000 | +31.7% | 13,481 | +12.5% | 0.06% | +23.5% |
| Q4 2020 | $319,000 | +26.1% | 11,981 | 0.0% | 0.05% | +6.2% |
| Q3 2020 | $253,000 | +42.9% | 11,981 | +43.4% | 0.05% | +26.3% |
| Q2 2020 | $177,000 | -11.5% | 8,354 | -24.8% | 0.04% | -29.6% |
| Q1 2020 | $200,000 | -27.3% | 11,105 | +15.6% | 0.05% | -14.3% |
| Q4 2019 | $275,000 | – | 9,605 | – | 0.06% | – |
Download | ||||||
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% |