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 | $10,363,914 | -7.6% | 367,507 | -5.7% | 0.02% | -25.0% |
| Q2 2023 | $11,219,943 | -6.7% | 389,711 | -7.7% | 0.02% | -13.0% |
| Q1 2023 | $12,027,296 | -1.4% | 422,036 | -1.6% | 0.02% | -8.0% |
| Q4 2022 | $12,200,344 | +13.7% | 428,951 | +2.9% | 0.02% | 0.0% |
| Q3 2022 | $10,726,000 | -5.9% | 416,711 | +3.4% | 0.02% | 0.0% |
| Q2 2022 | $11,402,000 | +13.2% | 403,030 | +4.2% | 0.02% | +25.0% |
| Q1 2022 | $10,068,000 | -25.4% | 386,737 | -5.8% | 0.02% | -23.1% |
| Q4 2021 | $13,505,000 | +17.7% | 410,416 | +10.7% | 0.03% | +8.3% |
| Q3 2021 | $11,470,000 | -4.9% | 370,758 | -1.8% | 0.02% | -7.7% |
| Q2 2021 | $12,063,000 | +4.5% | 377,636 | +2.1% | 0.03% | -7.1% |
| Q1 2021 | $11,544,000 | +19.7% | 369,852 | +2.0% | 0.03% | +7.7% |
| Q4 2020 | $9,643,000 | +31.7% | 362,464 | +4.4% | 0.03% | +18.2% |
| Q3 2020 | $7,321,000 | +12.5% | 347,113 | +13.0% | 0.02% | 0.0% |
| Q2 2020 | $6,507,000 | +24.1% | 307,244 | -7.2% | 0.02% | +4.8% |
| Q1 2020 | $5,242,000 | – | 331,078 | – | 0.02% | – |
Download | ||||||
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% |