WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 281 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $245,000 | -11.2% | 8,675 | 0.0% | 0.03% | +4.0% |
| Q1 2022 | $276,000 | -3.2% | 8,675 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $285,000 | +6.7% | 8,675 | 0.0% | 0.02% | -3.8% |
| Q3 2021 | $267,000 | +8.5% | 8,675 | +12.7% | 0.03% | +4.0% |
| Q2 2021 | $246,000 | -76.3% | 7,700 | -46.5% | 0.02% | -90.2% |
| Q1 2015 | $1,038,000 | +1.7% | 14,400 | 0.0% | 0.26% | -6.6% |
| Q4 2014 | $1,021,000 | +9.2% | 14,400 | 0.0% | 0.27% | -3.2% |
| Q3 2014 | $935,000 | – | 14,400 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 550,472 | $17,555,000 | 12.97% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 444,654 | $14,180,000 | 7.16% |
| HC Advisors, LLC | 162,508 | $5,182,000 | 3.19% |
| Pasadena Private Wealth, LLC | 182,868 | $5,832,000 | 2.00% |
| Key FInancial Inc | 113,566 | $3,571,000 | 2.00% |
| JNBA Financial Advisors | 374,475 | $11,942,000 | 1.62% |
| HC FINANCIAL ADVISORS INC | 82,943 | $2,645,000 | 1.54% |
| WealthTrust Asset Management, LLC | 55,577 | $1,772,000 | 1.54% |
| Private Portfolio Partners LLC | 123,437 | $3,936,435 | 1.14% |
| Financial Planning & Information Services, Inc. | 101,954 | $3,251,000 | 0.95% |