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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $40,163 | +0.8% | 1,395 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $39,842 | +0.4% | 1,395 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $39,674 | +10.2% | 1,395 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $36,000 | -7.7% | 1,395 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $39,000 | -11.4% | 1,395 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $44,000 | -4.3% | 1,395 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $46,000 | +7.0% | 1,395 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $43,000 | -2.3% | 1,395 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $44,000 | -22.8% | 1,395 | -23.1% | 0.01% | -28.6% |
| Q1 2021 | $57,000 | +119.2% | 1,815 | +85.8% | 0.01% | 0.0% |
| Q2 2019 | $26,000 | -3.7% | 977 | +0.8% | 0.01% | -12.5% |
| Q1 2019 | $27,000 | +12.5% | 969 | +0.1% | 0.01% | 0.0% |
| Q4 2018 | $24,000 | -14.3% | 968 | +1.0% | 0.01% | -11.1% |
| Q3 2018 | $28,000 | 0.0% | 958 | +1.1% | 0.01% | -10.0% |
| Q2 2018 | $28,000 | +7.7% | 948 | +0.6% | 0.01% | 0.0% |
| Q1 2018 | $26,000 | – | 942 | – | 0.01% | – |
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% |