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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 525,546 | $15,072,686,000 | 13.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 385,705 | $11,062,000 | 7.58% |
| Seneca House Advisors | 141,579 | $4,060,000 | 3.51% |
| CAPITAL WEALTH MANAGEMENT, LLC | 107,978 | $3,097,000 | 3.16% |
| Starfire Investment Advisers, Inc. | 487,852 | $13,990,000 | 2.67% |
| BCS Wealth Management | 136,192 | $3,906,000 | 2.60% |
| Opus Capital Group, LLC | 307,223 | $8,811,000 | 2.59% |
| HC FINANCIAL ADVISORS INC | 98,029 | $2,811,000 | 2.21% |
| Salomon & Ludwin, LLC | 377,364 | $10,823,000 | 2.15% |
| Stevard, LLC | 111,406 | $3,195,000 | 2.01% |