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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $28,000 | +16.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $24,000 | +26.3% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $19,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $19,000 | +18.8% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $16,000 | -38.5% | 900 | 0.0% | 0.00% | -40.0% |
| Q4 2019 | $26,000 | +4.0% | 900 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $25,000 | +4.2% | 900 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $24,000 | – | 900 | – | 0.01% | – |
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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% |