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 | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |