WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,524 | -1.3% | 125 | +0.8% | 0.00% | – |
Q2 2023 | $3,570 | +1.6% | 124 | +0.8% | 0.00% | – |
Q1 2023 | $3,514 | +1.0% | 123 | +0.8% | 0.00% | – |
Q4 2022 | $3,480 | +16.0% | 122 | +0.8% | 0.00% | – |
Q3 2022 | $3,000 | 0.0% | 121 | +0.8% | 0.00% | – |
Q2 2022 | $3,000 | -25.0% | 120 | +0.8% | 0.00% | – |
Q1 2022 | $4,000 | – | 119 | – | 0.00% | – |
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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% |