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 | $2,410,400 | -9.5% | 85,477 | -7.6% | 0.01% | +20.0% |
Q2 2023 | $2,662,531 | +2.0% | 92,479 | -3.7% | 0.01% | +66.7% |
Q1 2023 | $2,610,618 | -7.2% | 96,017 | -2.9% | 0.01% | -66.7% |
Q4 2022 | $2,812,254 | +13.9% | 98,881 | +3.1% | 0.02% | -40.0% |
Q3 2022 | $2,469,000 | -19.0% | 95,944 | -11.2% | 0.03% | -11.8% |
Q2 2022 | $3,049,000 | – | 108,015 | – | 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% |