WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $854 | -17.5% | 30,295 | -15.8% | 0.29% | -12.3% |
| Q2 2023 | $1,035 | +2.3% | 35,965 | +1.5% | 0.33% | -0.6% |
| Q1 2023 | $1,012 | +48.4% | 35,435 | +47.7% | 0.34% | +48.0% |
| Q4 2022 | $682 | -99.9% | 23,985 | +14.4% | 0.23% | +9.1% |
| Q3 2022 | $540,000 | +0.9% | 20,965 | +10.6% | 0.21% | +9.5% |
| Q2 2022 | $535,000 | +22.4% | 18,960 | +38.1% | 0.19% | +43.9% |
| Q1 2022 | $437,000 | +40.1% | 13,725 | +44.3% | 0.13% | +25.7% |
| Q4 2021 | $312,000 | +12.2% | 9,510 | +5.4% | 0.10% | -5.4% |
| Q3 2021 | $278,000 | -3.5% | 9,020 | 0.0% | 0.11% | +4.7% |
| Q2 2021 | $288,000 | +39.8% | 9,020 | +36.2% | 0.11% | +37.7% |
| Q1 2021 | $206,000 | -13.1% | 6,625 | +91.5% | 0.08% | -58.8% |
| Q1 2016 | $237,000 | -1.7% | 3,460 | -7.0% | 0.19% | +6.2% |
| Q4 2015 | $241,000 | +7.6% | 3,720 | +4.2% | 0.18% | +10.7% |
| Q3 2015 | $224,000 | -1.8% | 3,570 | +9.8% | 0.16% | +2.6% |
| Q2 2015 | $228,000 | +11.2% | 3,250 | +14.0% | 0.16% | +11.5% |
| Q1 2015 | $205,000 | – | 2,850 | – | 0.14% | – |
Download | ||||||
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% |