WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 288 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $812,395 | -53.0% | 28,809 | -51.7% | 0.04% | -2.6% |
| Q2 2023 | $1,729,961 | +88.8% | 59,624 | +90.3% | 0.04% | -5.0% |
| Q1 2023 | $916,223 | +90525.4% | 31,335 | -8.7% | 0.04% | +48.1% |
| Q4 2022 | $1,011 | -99.9% | 34,333 | -31.9% | 0.03% | -30.8% |
| Q3 2022 | $1,480,000 | +3.7% | 50,394 | +3.8% | 0.04% | -13.3% |
| Q2 2022 | $1,427,000 | -52.8% | 48,548 | -52.8% | 0.04% | +18.4% |
| Q1 2022 | $3,022,000 | +60.8% | 102,752 | +80.1% | 0.04% | +2.7% |
| Q4 2021 | $1,879,000 | +5.7% | 57,062 | -0.8% | 0.04% | +2.8% |
| Q3 2021 | $1,778,000 | -3.7% | 57,538 | -0.7% | 0.04% | -5.3% |
| Q2 2021 | $1,846,000 | +2.1% | 57,951 | +0.0% | 0.04% | +8.6% |
| Q1 2021 | $1,808,000 | -45.5% | 57,940 | -53.6% | 0.04% | -74.1% |
| Q4 2020 | $3,320,000 | +6.0% | 124,738 | -16.1% | 0.14% | -27.8% |
| Q3 2020 | $3,131,000 | -11.7% | 148,598 | -12.1% | 0.19% | -33.5% |
| Q2 2020 | $3,545,000 | +7.6% | 169,099 | -4.9% | 0.28% | -15.6% |
| Q1 2020 | $3,296,000 | -23.5% | 177,880 | +17.9% | 0.33% | +2.8% |
| Q4 2019 | $4,309,000 | +3.6% | 150,894 | -0.8% | 0.32% | +16.1% |
| Q3 2019 | $4,160,000 | +137.6% | 152,180 | +139.0% | 0.28% | +16.7% |
| Q1 2019 | $1,751,000 | +47.6% | 63,686 | +31.2% | 0.24% | +231.9% |
| Q4 2018 | $1,186,000 | +2.2% | 48,523 | +24.3% | 0.07% | +53.2% |
| Q3 2018 | $1,160,000 | -0.3% | 39,039 | -0.5% | 0.05% | -4.1% |
| Q2 2018 | $1,163,000 | -10.9% | 39,219 | -12.8% | 0.05% | -16.9% |
| Q1 2018 | $1,306,000 | 0.0% | 44,974 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $1,306,000 | +4.3% | 44,974 | +201.8% | 0.06% | +18.0% |
| Q3 2017 | $1,252,000 | +209.9% | 14,904 | +196.8% | 0.05% | +194.1% |
| Q2 2017 | $404,000 | -23.0% | 5,022 | -22.9% | 0.02% | -26.1% |
| Q1 2017 | $525,000 | +25.9% | 6,514 | +29.2% | 0.02% | +15.0% |
| Q4 2016 | $417,000 | +20.2% | 5,042 | +9.2% | 0.02% | +11.1% |
| Q3 2016 | $347,000 | +0.9% | 4,616 | -3.8% | 0.02% | -5.3% |
| Q2 2016 | $344,000 | -80.4% | 4,796 | -92.5% | 0.02% | -92.1% |
| Q1 2016 | $1,751,000 | +459.4% | 63,686 | +1223.2% | 0.24% | +1038.1% |
| Q4 2015 | $313,000 | – | 4,813 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 505,750 | $9,113,631,000 | 11.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 397,375 | $7,161,000 | 4.86% |
| Stevard, LLC | 161,435 | $4,097,000 | 2.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 99,748 | $1,798,000 | 2.25% |
| Starfire Investment Advisers, Inc. | 219,761 | $3,960,000 | 2.18% |
| Opus Capital Group, LLC | 284,341 | $5,124,000 | 1.81% |
| Salomon & Ludwin, LLC | 370,598 | $6,678,000 | 1.72% |
| BCS Wealth Management | 135,492 | $2,442,000 | 1.71% |
| HC FINANCIAL ADVISORS INC | 97,184 | $1,751,000 | 1.56% |
| John W. Brooker & Co., CPAs | 104,393 | $1,881,000 | 1.36% |