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 | $423,204 | -3.3% | 15,007 | -1.3% | 0.05% | -2.0% |
| Q2 2023 | $437,816 | +0.8% | 15,207 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $434,319 | +36.3% | 15,207 | +35.7% | 0.05% | +35.1% |
| Q4 2022 | $318,733 | -8.4% | 11,207 | -17.0% | 0.04% | -15.9% |
| Q3 2022 | $348,000 | -8.7% | 13,507 | 0.0% | 0.04% | -4.3% |
| Q2 2022 | $381,000 | -11.4% | 13,507 | 0.0% | 0.05% | -2.1% |
| Q1 2022 | $430,000 | -3.2% | 13,507 | 0.0% | 0.05% | +4.4% |
| Q4 2021 | $444,000 | +6.7% | 13,507 | +0.0% | 0.04% | -45.8% |
| Q3 2021 | $416,000 | -3.3% | 13,501 | +0.0% | 0.08% | -2.4% |
| Q2 2021 | $430,000 | +2.4% | 13,498 | +0.0% | 0.08% | -3.4% |
| Q1 2021 | $420,000 | +11.1% | 13,495 | -4.9% | 0.09% | +3.5% |
| Q4 2020 | $378,000 | +19.6% | 14,194 | -5.3% | 0.08% | +7.6% |
| Q3 2020 | $316,000 | -36.3% | 14,990 | -36.0% | 0.08% | -41.0% |
| Q2 2020 | $496,000 | -2.2% | 23,431 | -16.8% | 0.13% | -14.6% |
| Q1 2020 | $507,000 | -37.2% | 28,161 | +0.0% | 0.16% | -24.5% |
| Q4 2019 | $807,000 | -0.9% | 28,154 | -5.3% | 0.21% | -9.6% |
| Q3 2019 | $814,000 | -0.9% | 29,734 | -1.8% | 0.23% | -3.4% |
| Q2 2019 | $821,000 | -5.1% | 30,267 | -3.6% | 0.24% | -10.5% |
| Q1 2019 | $865,000 | +9.5% | 31,397 | -2.5% | 0.27% | -1.8% |
| Q4 2018 | $790,000 | -25.4% | 32,195 | -9.7% | 0.27% | -19.3% |
| Q3 2018 | $1,059,000 | -1.6% | 35,637 | -1.8% | 0.34% | -9.7% |
| Q2 2018 | $1,076,000 | +9.5% | 36,292 | +1.2% | 0.37% | -4.4% |
| Q1 2018 | $983,000 | -24.3% | 35,869 | -19.7% | 0.39% | -23.0% |
| Q4 2017 | $1,298,000 | -4.7% | 44,668 | +175.7% | 0.50% | -7.8% |
| Q3 2017 | $1,362,000 | -7.2% | 16,204 | -11.1% | 0.55% | -12.0% |
| Q2 2017 | $1,467,000 | +9.2% | 18,233 | +9.4% | 0.62% | +2.3% |
| Q1 2017 | $1,343,000 | +23.4% | 16,661 | +26.6% | 0.61% | +12.2% |
| Q4 2016 | $1,088,000 | +5.2% | 13,157 | -4.3% | 0.54% | -4.4% |
| Q3 2016 | $1,034,000 | +5.3% | 13,746 | +0.3% | 0.57% | -1.4% |
| Q2 2016 | $982,000 | – | 13,701 | – | 0.58% | – |
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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% |