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 | $355,801 | +9.6% | 12,617 | +11.9% | 0.01% | +14.3% |
| Q2 2023 | $324,551 | +0.1% | 11,273 | -0.7% | 0.01% | -12.5% |
| Q1 2023 | $324,129 | -1.6% | 11,349 | -2.0% | 0.01% | -20.0% |
| Q4 2022 | $329,234 | +31.2% | 11,576 | +18.6% | 0.01% | +11.1% |
| Q3 2022 | $251,000 | -8.4% | 9,758 | +0.5% | 0.01% | -25.0% |
| Q2 2022 | $274,000 | -9.3% | 9,712 | +2.4% | 0.01% | +9.1% |
| Q1 2022 | $302,000 | -4.1% | 9,481 | -1.1% | 0.01% | 0.0% |
| Q4 2021 | $315,000 | -19.0% | 9,582 | -24.0% | 0.01% | -26.7% |
| Q3 2021 | $389,000 | -3.5% | 12,613 | -0.1% | 0.02% | -11.8% |
| Q2 2021 | $403,000 | +4.4% | 12,629 | +1.8% | 0.02% | -5.6% |
| Q1 2021 | $386,000 | +4.0% | 12,407 | -10.9% | 0.02% | -5.3% |
| Q4 2020 | $371,000 | -5.4% | 13,932 | -25.2% | 0.02% | -29.6% |
| Q3 2020 | $392,000 | +1.3% | 18,615 | +1.8% | 0.03% | -3.6% |
| Q2 2020 | $387,000 | +103.7% | 18,285 | +73.0% | 0.03% | +64.7% |
| Q1 2020 | $190,000 | -10.8% | 10,570 | +42.3% | 0.02% | 0.0% |
| Q4 2019 | $213,000 | – | 7,426 | – | 0.02% | – |
Download | ||||||
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% |