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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $17,136 | +0.8% | 600 | 0.0% | 0.01% | +12.5% |
Q2 2022 | $17,000 | -10.5% | 600 | 0.0% | 0.01% | +33.3% |
Q1 2022 | $19,000 | -5.0% | 600 | 0.0% | 0.01% | -33.3% |
Q4 2021 | $20,000 | -90.2% | 600 | -76.4% | 0.01% | -89.8% |
Q2 2017 | $204,000 | -7.7% | 2,541 | -7.3% | 0.09% | -17.0% |
Q1 2017 | $221,000 | -4.3% | 2,741 | -1.9% | 0.11% | -12.4% |
Q4 2016 | $231,000 | – | 2,795 | – | 0.12% | – |
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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% |