WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 281 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,528,505 | -0.7% | 125,124 | +1.4% | 3.47% | +2.9% |
| Q2 2023 | $3,554,216 | -45.8% | 123,453 | -46.2% | 3.37% | -47.8% |
| Q1 2023 | $6,558,516 | -11.0% | 229,640 | -11.4% | 6.46% | -14.7% |
| Q4 2022 | $7,368,110 | +6.7% | 259,076 | -3.4% | 7.57% | -7.3% |
| Q3 2022 | $6,905,000 | -12.8% | 268,244 | -4.4% | 8.16% | -9.3% |
| Q2 2022 | $7,916,000 | -38.9% | 280,504 | -31.0% | 9.00% | -28.2% |
| Q1 2022 | $12,955,000 | +1.7% | 406,500 | +4.9% | 12.53% | +2.3% |
| Q4 2021 | $12,735,000 | – | 387,553 | – | 12.24% | – |
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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% |