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 | $957,692 | -1.8% | 33,961 | +0.2% | 0.07% | 0.0% |
| Q2 2023 | $975,682 | +1.0% | 33,890 | +0.2% | 0.07% | +9.2% |
| Q1 2023 | $966,312 | +0.3% | 33,834 | -0.1% | 0.06% | -5.8% |
| Q4 2022 | $963,492 | +10.7% | 33,878 | +0.2% | 0.07% | +3.0% |
| Q3 2022 | $870,000 | -8.7% | 33,812 | +0.2% | 0.07% | -5.6% |
| Q2 2022 | $953,000 | -11.3% | 33,755 | +0.1% | 0.07% | 0.0% |
| Q1 2022 | $1,074,000 | -3.0% | 33,708 | +0.1% | 0.07% | +1.4% |
| Q4 2021 | $1,107,000 | +8.0% | 33,687 | +1.3% | 0.07% | -1.4% |
| Q3 2021 | $1,025,000 | -3.2% | 33,261 | +0.1% | 0.07% | +1.4% |
| Q2 2021 | $1,059,000 | +2.4% | 33,215 | +0.1% | 0.07% | -5.4% |
| Q1 2021 | $1,034,000 | +17.2% | 33,180 | +0.0% | 0.07% | +10.4% |
| Q4 2020 | $882,000 | +102.8% | 33,167 | +60.8% | 0.07% | +59.5% |
| Q3 2020 | $435,000 | -0.5% | 20,622 | 0.0% | 0.04% | -34.4% |
| Q2 2020 | $437,000 | +27.4% | 20,622 | +8.2% | 0.06% | +6.7% |
| Q1 2020 | $343,000 | +48.5% | 19,059 | +144.7% | 0.06% | -1.6% |
| Q2 2018 | $231,000 | +8.5% | 7,790 | 0.0% | 0.06% | +8.9% |
| Q1 2018 | $213,000 | -30.6% | 7,790 | -26.4% | 0.06% | -30.0% |
| Q4 2017 | $307,000 | -28.8% | 10,585 | +106.3% | 0.08% | -32.8% |
| Q3 2017 | $431,000 | -16.0% | 5,131 | -19.6% | 0.12% | -12.5% |
| Q2 2017 | $513,000 | -0.2% | 6,380 | 0.0% | 0.14% | +3.8% |
| Q1 2017 | $514,000 | -2.7% | 6,380 | 0.0% | 0.13% | -10.9% |
| Q4 2016 | $528,000 | +10.0% | 6,380 | 0.0% | 0.15% | +8.9% |
| Q3 2016 | $480,000 | +5.0% | 6,380 | 0.0% | 0.14% | +3.1% |
| Q2 2016 | $457,000 | +4.3% | 6,380 | 0.0% | 0.13% | -16.6% |
| Q1 2016 | $438,000 | +21.0% | 6,380 | +14.1% | 0.16% | +0.6% |
| Q4 2015 | $362,000 | +2.8% | 5,590 | 0.0% | 0.16% | -9.8% |
| Q3 2015 | $352,000 | – | 5,590 | – | 0.17% | – |
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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% |