WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 289 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $855,476 | -0.8% | 30,336 | +1.2% | 0.10% | +10.3% |
| Q2 2023 | $862,624 | +4.4% | 29,963 | +3.6% | 0.09% | -4.4% |
| Q1 2023 | $826,327 | +5.1% | 28,933 | +4.6% | 0.09% | -5.2% |
| Q4 2022 | $786,309 | +19.1% | 27,648 | +7.9% | 0.10% | +11.6% |
| Q3 2022 | $660,000 | -7.3% | 25,623 | +1.5% | 0.09% | -2.3% |
| Q2 2022 | $712,000 | +125.3% | 25,233 | +154.8% | 0.09% | +125.6% |
| Q1 2022 | $316,000 | +4.6% | 9,902 | +7.6% | 0.04% | +8.3% |
| Q4 2021 | $302,000 | +15.3% | 9,202 | +8.4% | 0.04% | +5.9% |
| Q3 2021 | $262,000 | -3.7% | 8,490 | -0.4% | 0.03% | -8.1% |
| Q2 2021 | $272,000 | +115.9% | 8,520 | +42.3% | 0.04% | +60.9% |
| Q3 2020 | $126,000 | -71.2% | 5,989 | -75.3% | 0.02% | -77.9% |
| Q1 2020 | $437,000 | – | 24,237 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 531,373 | $11,254,000 | 12.38% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 421,029 | $8,917,000 | 6.10% |
| HC Advisors, LLC | 124,575 | $2,638,000 | 2.18% |
| CAPITAL WEALTH MANAGEMENT, LLC | 91,321 | $1,934,000 | 2.06% |
| Starfire Investment Advisers, Inc. | 200,393 | $4,244,000 | 2.03% |
| Opus Capital Group, LLC | 280,164 | $5,934,000 | 1.82% |
| BCS Wealth Management | 135,313 | $2,866,000 | 1.72% |
| Key FInancial Inc | 69,986 | $1,465,000 | 1.68% |
| HC FINANCIAL ADVISORS INC | 99,491 | $2,107,000 | 1.65% |
| John W. Brooker & Co., CPAs | 94,772 | $2,007,000 | 1.43% |