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 | $51,510,430 | -1.9% | 1,826,611 | +0.1% | 0.02% | 0.0% |
| Q2 2023 | $52,527,470 | +7.0% | 1,824,504 | +6.1% | 0.02% | 0.0% |
| Q1 2023 | $49,090,527 | +0.0% | 1,718,856 | -0.4% | 0.02% | 0.0% |
| Q4 2022 | $49,090,284 | +24.3% | 1,726,100 | +12.5% | 0.02% | +5.9% |
| Q3 2022 | $39,504,000 | -3.5% | 1,534,717 | +5.8% | 0.02% | 0.0% |
| Q2 2022 | $40,934,000 | -5.9% | 1,450,519 | +6.2% | 0.02% | +13.3% |
| Q1 2022 | $43,516,000 | -1.9% | 1,365,424 | +1.2% | 0.02% | +15.4% |
| Q4 2021 | $44,354,000 | +7.5% | 1,349,790 | +0.9% | 0.01% | 0.0% |
| Q3 2021 | $41,252,000 | -1.4% | 1,338,036 | +2.0% | 0.01% | 0.0% |
| Q2 2021 | $41,853,000 | +2.6% | 1,312,419 | +0.2% | 0.01% | -7.1% |
| Q1 2021 | $40,787,000 | +15.6% | 1,309,354 | -1.3% | 0.01% | +16.7% |
| Q4 2020 | $35,285,000 | +30.6% | 1,326,489 | +3.5% | 0.01% | +20.0% |
| Q3 2020 | $27,015,000 | -7.7% | 1,281,555 | -7.3% | 0.01% | -16.7% |
| Q2 2020 | $29,277,000 | -30.9% | 1,382,331 | -41.2% | 0.01% | -40.0% |
| Q1 2020 | $42,345,000 | -35.9% | 2,349,863 | +2.0% | 0.02% | -13.0% |
| Q4 2019 | $66,053,000 | +3.7% | 2,303,119 | -1.0% | 0.02% | -8.0% |
| Q3 2019 | $63,695,000 | +2.7% | 2,327,183 | +1.7% | 0.02% | +4.2% |
| Q2 2019 | $62,038,000 | -3.2% | 2,288,375 | -1.6% | 0.02% | -7.7% |
| Q1 2019 | $64,064,000 | +13.6% | 2,326,207 | +1.2% | 0.03% | 0.0% |
| Q4 2018 | $56,401,000 | -17.2% | 2,299,275 | +0.2% | 0.03% | -3.7% |
| Q3 2018 | $68,158,000 | +3.1% | 2,294,128 | +2.9% | 0.03% | -6.9% |
| Q2 2018 | $66,080,000 | +9.2% | 2,228,646 | +0.9% | 0.03% | +11.5% |
| Q1 2018 | $60,492,000 | -4.8% | 2,207,765 | +1.0% | 0.03% | 0.0% |
| Q4 2017 | $63,532,000 | +12.2% | 2,186,974 | +224.4% | 0.03% | 0.0% |
| Q3 2017 | $56,646,000 | +5.6% | 674,113 | +1.2% | 0.03% | -7.1% |
| Q2 2017 | $53,624,000 | +0.4% | 666,298 | +0.6% | 0.03% | -3.4% |
| Q1 2017 | $53,404,000 | -1.0% | 662,420 | +1.6% | 0.03% | -3.3% |
| Q4 2016 | $53,932,000 | +24.6% | 651,986 | +13.2% | 0.03% | +15.4% |
| Q3 2016 | $43,300,000 | +20.8% | 575,723 | +15.1% | 0.03% | +13.0% |
| Q2 2016 | $35,852,000 | +8.4% | 500,300 | +4.0% | 0.02% | +4.5% |
| Q1 2016 | $33,063,000 | -11.2% | 481,128 | -16.1% | 0.02% | -8.3% |
| Q4 2015 | $37,224,000 | +5.7% | 573,287 | +2.5% | 0.02% | -4.0% |
| Q3 2015 | $35,225,000 | -16.1% | 559,121 | -6.2% | 0.02% | -10.7% |
| Q2 2015 | $42,003,000 | -20.6% | 596,297 | -18.8% | 0.03% | -24.3% |
| Q1 2015 | $52,907,000 | +40.1% | 734,010 | +37.8% | 0.04% | +42.3% |
| Q4 2014 | $37,775,000 | – | 532,642 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 525,546 | $15,072,686,000 | 13.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 385,705 | $11,062,000 | 7.58% |
| Seneca House Advisors | 141,579 | $4,060,000 | 3.51% |
| CAPITAL WEALTH MANAGEMENT, LLC | 107,978 | $3,097,000 | 3.16% |
| Starfire Investment Advisers, Inc. | 487,852 | $13,990,000 | 2.67% |
| BCS Wealth Management | 136,192 | $3,906,000 | 2.60% |
| Opus Capital Group, LLC | 307,223 | $8,811,000 | 2.59% |
| HC FINANCIAL ADVISORS INC | 98,029 | $2,811,000 | 2.21% |
| Salomon & Ludwin, LLC | 377,364 | $10,823,000 | 2.15% |
| Stevard, LLC | 111,406 | $3,195,000 | 2.01% |