WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 271 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $429,909 | -25.3% | 15,245 | -23.7% | 0.03% | -22.0% |
| Q2 2023 | $575,311 | +1.3% | 19,983 | +0.5% | 0.04% | -4.7% |
| Q1 2023 | $567,801 | -0.3% | 19,881 | -0.7% | 0.04% | -10.4% |
| Q4 2022 | $569,312 | +14.5% | 20,018 | +3.7% | 0.05% | -17.2% |
| Q3 2022 | $497,000 | -8.1% | 19,304 | +0.8% | 0.06% | -9.4% |
| Q2 2022 | $541,000 | -3.7% | 19,154 | +8.6% | 0.06% | +25.5% |
| Q1 2022 | $562,000 | -1.4% | 17,639 | +1.6% | 0.05% | 0.0% |
| Q4 2021 | $570,000 | +155.6% | 17,354 | +140.1% | 0.05% | +112.5% |
| Q3 2021 | $223,000 | -3.5% | 7,229 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $231,000 | +2.7% | 7,229 | 0.0% | 0.02% | -20.0% |
| Q1 2021 | $225,000 | – | 7,229 | – | 0.03% | – |
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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% |