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 | $916,472 | +14.0% | 32,499 | +16.4% | 0.03% | +16.7% |
| Q2 2023 | $803,846 | +3.8% | 27,921 | +3.0% | 0.02% | -4.0% |
| Q1 2023 | $774,119 | -8.2% | 27,105 | +102.5% | 0.02% | -91.1% |
| Q3 2015 | $843,000 | -15.2% | 13,385 | -5.1% | 0.28% | -57.8% |
| Q2 2015 | $994,000 | +137.8% | 14,110 | +143.3% | 0.67% | +51.4% |
| Q1 2015 | $418,000 | +39.3% | 5,800 | +37.1% | 0.44% | +37.3% |
| Q4 2014 | $300,000 | – | 4,230 | – | 0.32% | – |
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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% |