WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 550,472 | $17,555,000 | 12.97% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 444,654 | $14,180,000 | 7.16% |
| HC Advisors, LLC | 162,508 | $5,182,000 | 3.19% |
| Pasadena Private Wealth, LLC | 182,868 | $5,832,000 | 2.00% |
| Key FInancial Inc | 113,566 | $3,571,000 | 2.00% |
| JNBA Financial Advisors | 374,475 | $11,942,000 | 1.62% |
| HC FINANCIAL ADVISORS INC | 82,943 | $2,645,000 | 1.54% |
| WealthTrust Asset Management, LLC | 55,577 | $1,772,000 | 1.54% |
| Private Portfolio Partners LLC | 123,437 | $3,936,435 | 1.14% |
| Financial Planning & Information Services, Inc. | 101,954 | $3,251,000 | 0.95% |