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 | $1,388,192 | +1.3% | 49,227 | +3.5% | 0.23% | +4.1% |
| Q2 2023 | $1,369,782 | +13.8% | 47,578 | +12.9% | 0.22% | +3.7% |
| Q1 2023 | $1,203,382 | +6.6% | 42,135 | +6.2% | 0.21% | -1.4% |
| Q4 2022 | $1,128,738 | -18.1% | 39,688 | -25.9% | 0.22% | -25.2% |
| Q3 2022 | $1,378,000 | +4.6% | 53,537 | +14.6% | 0.29% | +3.6% |
| Q2 2022 | $1,318,000 | +7.2% | 46,697 | +21.0% | 0.28% | +21.2% |
| Q1 2022 | $1,230,000 | +15.7% | 38,600 | +19.3% | 0.23% | +12.7% |
| Q4 2021 | $1,063,000 | +9.8% | 32,358 | +3.0% | 0.20% | +3.5% |
| Q3 2021 | $968,000 | – | 31,403 | – | 0.20% | – |
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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% |