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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $647,900 | +102.3% | 22,504 | +100.7% | 0.01% | -27.8% |
| Q1 2023 | $320,223 | +0.7% | 11,212 | +0.2% | 0.02% | +80.0% |
| Q4 2022 | $318,131 | +39.5% | 11,186 | +26.5% | 0.01% | -50.0% |
| Q3 2022 | $228,000 | -8.1% | 8,844 | +0.5% | 0.02% | -4.8% |
| Q2 2022 | $248,000 | -12.4% | 8,802 | -0.7% | 0.02% | +5.0% |
| Q1 2022 | $283,000 | -2.7% | 8,868 | -0.0% | 0.02% | -4.8% |
| Q4 2021 | $291,000 | +230.7% | 8,869 | +167.1% | 0.02% | +110.0% |
| Q4 2020 | $88,000 | +95.6% | 3,321 | +102.0% | 0.01% | -41.2% |
| Q1 2018 | $45,000 | -6.2% | 1,644 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $48,000 | +4.3% | 1,644 | +200.0% | 0.02% | +20.0% |
| Q3 2017 | $46,000 | +4.5% | 548 | 0.0% | 0.02% | +50.0% |
| Q2 2017 | $44,000 | 0.0% | 548 | 0.0% | 0.01% | +11.1% |
| Q1 2017 | $44,000 | -2.2% | 548 | 0.0% | 0.01% | -10.0% |
| Q4 2016 | $45,000 | +9.8% | 548 | 0.0% | 0.01% | -9.1% |
| Q3 2016 | $41,000 | +5.1% | 548 | 0.0% | 0.01% | +10.0% |
| Q2 2016 | $39,000 | -82.9% | 548 | -93.8% | 0.01% | -50.0% |
| Q3 2011 | $228,000 | – | 8,844 | – | 0.02% | – |
Download | ||||||
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% |