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 | $1,500,804 | +28.5% | 53,220 | +31.2% | 0.00% | – |
| Q2 2023 | $1,167,550 | +137.9% | 40,554 | +136.0% | 0.00% | – |
| Q1 2023 | $490,746 | -63.3% | 17,183 | -72.8% | 0.00% | -100.0% |
| Q2 2020 | $1,339,000 | -52.5% | 63,220 | -59.6% | 0.00% | -66.7% |
| Q1 2020 | $2,817,000 | +138.9% | 156,321 | +280.2% | 0.00% | +50.0% |
| Q4 2019 | $1,179,000 | +184.8% | 41,114 | +172.0% | 0.00% | +100.0% |
| Q3 2019 | $414,000 | -66.8% | 15,115 | -67.1% | 0.00% | -50.0% |
| Q2 2019 | $1,247,000 | -67.4% | 46,012 | -64.3% | 0.00% | -75.0% |
| Q3 2018 | $3,826,000 | +1578.1% | 128,785 | +1575.8% | 0.01% | +700.0% |
| Q2 2018 | $228,000 | -87.2% | 7,685 | -88.2% | 0.00% | -80.0% |
| Q1 2018 | $1,787,000 | +206.0% | 65,225 | +837.9% | 0.01% | +150.0% |
| Q3 2017 | $584,000 | -30.9% | 6,954 | -33.8% | 0.00% | -33.3% |
| Q2 2017 | $845,000 | +215.3% | 10,504 | +216.5% | 0.00% | +200.0% |
| Q1 2017 | $268,000 | -89.2% | 3,319 | -89.0% | 0.00% | -90.9% |
| Q4 2016 | $2,487,000 | +81.1% | 30,065 | +64.7% | 0.01% | +57.1% |
| Q3 2016 | $1,373,000 | -73.8% | 18,258 | -75.0% | 0.01% | -73.1% |
| Q2 2016 | $5,232,000 | +560.6% | 73,013 | +498.4% | 0.03% | +420.0% |
| Q4 2015 | $792,000 | -2.0% | 12,201 | -4.9% | 0.01% | 0.0% |
| Q3 2015 | $808,000 | +171.1% | 12,825 | +210.2% | 0.01% | +150.0% |
| Q1 2015 | $298,000 | -91.6% | 4,134 | -91.8% | 0.00% | -92.6% |
| Q4 2014 | $3,567,000 | +394.0% | 50,294 | +352.3% | 0.03% | +285.7% |
| Q3 2014 | $722,000 | -88.9% | 11,120 | -88.0% | 0.01% | -91.5% |
| Q2 2014 | $6,484,000 | +794.3% | 92,587 | +772.1% | 0.08% | +925.0% |
| Q1 2014 | $725,000 | – | 10,617 | – | 0.01% | – |
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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% |