WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 307 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,550,986 | -10.5% | 81,894 | -6.1% | 0.01% | -12.5% |
| Q1 2024 | $2,849,688 | -4.1% | 87,203 | -5.5% | 0.01% | -20.0% |
| Q4 2023 | $2,972,086 | +23.3% | 92,324 | +8.0% | 0.01% | -16.7% |
| 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 ↓ |
|---|---|---|---|
| Del-Sette Capital Management, LLC | 229,640 | $6,558,516 | 6.46% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 423,086 | $12,083 | 5.84% |
| H&H Retirement Design & Management INC | 156,428 | $4,447,254 | 2.83% |
| Melone Private Wealth, LLC | 133,106 | $3,708,335 | 2.83% |
| HC Advisors, LLC | 150,284 | $4,292,111 | 2.65% |
| VAUGHAN & Co SECURITIES, INC. | 119,718 | $3,419,132 | 2.54% |
| Kades & Cheifetz LLC | 109,229 | $3,119,571 | 2.46% |
| FFG RETIREMENT ADVISORS LLC | 79,122 | $2,259,724 | 1.94% |
| DB Wealth Management Group, LLC | 97,903 | $2,796,125 | 1.76% |
| WEST BANCORPORATION INC | 69,895 | $1,996,201 | 1.52% |