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 | $154,714 | -39.2% | 5,486 | -37.9% | 0.00% | -33.3% |
| Q2 2023 | $254,343 | -34.5% | 8,834 | -35.0% | 0.00% | -40.0% |
| Q1 2023 | $388,251 | +408585.3% | 13,594 | +306.4% | 0.01% | – |
| Q4 2022 | $95 | -100.0% | 3,345 | -57.6% | 0.00% | -100.0% |
| Q4 2020 | $210,000 | -16.7% | 7,884 | -33.9% | 0.01% | -30.0% |
| Q2 2020 | $252,000 | -62.6% | 11,919 | -68.2% | 0.01% | -68.8% |
| Q1 2020 | $674,000 | -49.6% | 37,423 | -19.8% | 0.03% | -39.6% |
| Q4 2019 | $1,337,000 | -10.1% | 46,646 | -14.2% | 0.05% | -19.7% |
| Q3 2019 | $1,488,000 | -0.7% | 54,374 | -1.6% | 0.07% | -28.3% |
| Q2 2019 | $1,498,000 | +3.2% | 55,248 | +4.9% | 0.09% | -2.1% |
| Q1 2019 | $1,451,000 | +9.8% | 52,681 | -2.2% | 0.09% | +10.6% |
| Q4 2018 | $1,321,000 | -28.5% | 53,854 | -13.4% | 0.08% | -40.1% |
| Q3 2018 | $1,847,000 | +34.5% | 62,184 | +34.9% | 0.14% | +13.6% |
| Q2 2018 | $1,373,000 | +121.8% | 46,107 | +100.1% | 0.12% | +76.1% |
| Q1 2018 | $619,000 | -1.0% | 23,038 | +7.5% | 0.07% | -16.5% |
| Q4 2017 | $625,000 | -98.8% | 21,423 | +3116.7% | 0.08% | +844.4% |
| Q2 2017 | $53,200,000 | – | 666 | – | 0.01% | – |
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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% |