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 | $161,308 | -22.2% | 5,720 | -20.6% | 0.00% | -50.0% |
Q2 2023 | $207,407 | -8.9% | 7,204 | -9.6% | 0.00% | 0.0% |
Q1 2023 | $227,699 | -22.6% | 7,973 | -22.9% | 0.00% | -33.3% |
Q4 2022 | $294,127 | -35.1% | 10,342 | -41.2% | 0.00% | -50.0% |
Q3 2022 | $453,000 | -10.7% | 17,603 | -2.0% | 0.01% | -14.3% |
Q2 2022 | $507,000 | +213.0% | 17,961 | +252.4% | 0.01% | +250.0% |
Q1 2022 | $162,000 | -23.9% | 5,097 | -21.2% | 0.00% | -33.3% |
Q4 2021 | $213,000 | -27.6% | 6,472 | -32.2% | 0.00% | -40.0% |
Q3 2021 | $294,000 | +694.6% | 9,542 | +721.9% | 0.01% | +400.0% |
Q2 2021 | $37,000 | +825.0% | 1,161 | +689.8% | 0.00% | – |
Q1 2019 | $4,000 | – | 147 | – | 0.00% | – |
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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% |