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 | $2,820 | -2.0% | 100 | 0.0% | 0.00% | – |
Q2 2023 | $2,879 | +0.8% | 100 | 0.0% | 0.00% | – |
Q1 2023 | $2,856 | -99.0% | 100 | -99.0% | 0.00% | -100.0% |
Q4 2022 | $289,027 | +9534.2% | 10,162 | +10062.0% | 0.01% | – |
Q3 2022 | $3,000 | -50.0% | 100 | -51.7% | 0.00% | – |
Q2 2022 | $6,000 | -94.4% | 207 | -93.8% | 0.00% | -100.0% |
Q1 2022 | $107,000 | +5250.0% | 3,326 | +6687.8% | 0.00% | – |
Q4 2021 | $2,000 | 0.0% | 49 | 0.0% | 0.00% | – |
Q3 2021 | $2,000 | 0.0% | 49 | 0.0% | 0.00% | – |
Q2 2021 | $2,000 | 0.0% | 49 | 0.0% | 0.00% | – |
Q1 2021 | $2,000 | +100.0% | 49 | 0.0% | 0.00% | – |
Q4 2020 | $1,000 | 0.0% | 49 | 0.0% | 0.00% | – |
Q3 2020 | $1,000 | 0.0% | 49 | 0.0% | 0.00% | – |
Q2 2020 | $1,000 | – | 49 | – | 0.00% | – |
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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% |