WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 287 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,872 | +9.9% | 66,392 | +12.2% | 0.14% | +22.0% |
| Q2 2023 | $1,703 | +0.6% | 59,160 | -0.2% | 0.12% | -7.1% |
| Q1 2023 | $1,693 | -0.4% | 59,282 | -0.8% | 0.13% | +5.0% |
| Q4 2022 | $1,699 | -99.9% | 59,740 | -1.0% | 0.12% | -4.7% |
| Q3 2022 | $1,554,000 | -11.4% | 60,365 | -2.8% | 0.13% | -9.9% |
| Q2 2022 | $1,753,000 | -13.4% | 62,120 | -2.2% | 0.14% | -2.1% |
| Q1 2022 | $2,024,000 | -4.3% | 63,500 | -1.3% | 0.14% | +4.3% |
| Q4 2021 | $2,114,000 | +2.9% | 64,332 | -3.5% | 0.14% | 0.0% |
| Q3 2021 | $2,055,000 | -4.5% | 66,658 | -1.2% | 0.14% | +0.7% |
| Q2 2021 | $2,151,000 | -0.4% | 67,459 | -2.7% | 0.14% | -4.2% |
| Q1 2021 | $2,159,000 | +6.8% | 69,317 | -8.8% | 0.14% | +2.1% |
| Q4 2020 | $2,022,000 | +17.4% | 76,007 | -7.0% | 0.14% | +18.6% |
| Q3 2020 | $1,723,000 | -9.7% | 81,748 | -9.3% | 0.12% | -10.6% |
| Q2 2020 | $1,909,000 | +4.0% | 90,154 | -11.5% | 0.13% | -5.7% |
| Q1 2020 | $1,836,000 | -37.9% | 101,902 | -1.2% | 0.14% | -12.5% |
| Q4 2019 | $2,958,000 | -0.6% | 103,121 | -5.2% | 0.16% | -3.6% |
| Q3 2019 | $2,976,000 | -10.2% | 108,731 | -11.0% | 0.17% | -7.8% |
| Q2 2019 | $3,313,000 | -4.6% | 122,211 | -3.1% | 0.18% | -0.6% |
| Q1 2019 | $3,472,000 | +7.0% | 126,080 | -4.7% | 0.18% | +3.4% |
| Q4 2018 | $3,246,000 | -23.2% | 132,308 | -6.9% | 0.18% | -4.4% |
| Q3 2018 | $4,224,000 | -3.1% | 142,184 | -3.3% | 0.18% | -4.7% |
| Q2 2018 | $4,360,000 | +5.6% | 147,056 | -2.4% | 0.19% | +6.7% |
| Q1 2018 | $4,130,000 | -5.3% | 150,716 | +0.4% | 0.18% | -3.2% |
| Q4 2017 | $4,361,000 | +2.9% | 150,146 | +197.8% | 0.19% | +1.6% |
| Q3 2017 | $4,237,000 | -44.0% | 50,425 | -46.4% | 0.18% | -48.7% |
| Q2 2017 | $7,572,000 | -1.5% | 94,094 | -1.4% | 0.36% | +0.6% |
| Q1 2017 | $7,691,000 | -4.4% | 95,404 | -1.9% | 0.36% | -3.8% |
| Q4 2016 | $8,047,000 | – | 97,286 | – | 0.37% | – |
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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% |