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 | $382,025 | -3.1% | 13,547 | +0.0% | 0.10% | 0.0% |
| Q2 2023 | $394,179 | +7.2% | 13,541 | +5.2% | 0.10% | +3.3% |
| Q1 2023 | $367,767 | -16.4% | 12,877 | -16.7% | 0.09% | -21.4% |
| Q4 2022 | $439,739 | +13.6% | 15,462 | +2.8% | 0.12% | +5.4% |
| Q3 2022 | $387,000 | +5.4% | 15,037 | +15.5% | 0.11% | +6.7% |
| Q2 2022 | $367,000 | -0.3% | 13,019 | +12.8% | 0.10% | +4.0% |
| Q1 2022 | $368,000 | +9.2% | 11,544 | +12.6% | 0.10% | +13.6% |
| Q4 2021 | $337,000 | +22.5% | 10,249 | +15.1% | 0.09% | +17.3% |
| Q3 2021 | $275,000 | +15.1% | 8,907 | +18.7% | 0.08% | +13.6% |
| Q2 2021 | $239,000 | – | 7,503 | – | 0.07% | – |
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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% |