WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,939 | -2.0% | 15,601 | +0.0% | 0.03% | 0.0% |
| Q2 2023 | $449,085 | +0.8% | 15,599 | +0.0% | 0.03% | -6.2% |
| Q1 2023 | $445,402 | -0.2% | 15,595 | -0.7% | 0.03% | -8.6% |
| Q4 2022 | $446,495 | -11.2% | 15,700 | -19.7% | 0.04% | -16.7% |
| Q3 2022 | $503,000 | -56.1% | 19,546 | -51.8% | 0.04% | -56.2% |
| Q2 2022 | $1,145,000 | -11.7% | 40,592 | -0.2% | 0.10% | -6.8% |
| Q1 2022 | $1,297,000 | -1.0% | 40,683 | -0.1% | 0.10% | -12.0% |
| Q4 2021 | $1,310,000 | +2.6% | 40,713 | +0.0% | 0.12% | +8.3% |
| Q3 2021 | $1,277,000 | -2.5% | 40,699 | -0.0% | 0.11% | -6.9% |
| Q2 2021 | $1,310,000 | – | 40,713 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 525,546 | $15,072,686,000 | 13.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 385,705 | $11,062,000 | 7.58% |
| Seneca House Advisors | 141,579 | $4,060,000 | 3.51% |
| CAPITAL WEALTH MANAGEMENT, LLC | 107,978 | $3,097,000 | 3.16% |
| Starfire Investment Advisers, Inc. | 487,852 | $13,990,000 | 2.67% |
| BCS Wealth Management | 136,192 | $3,906,000 | 2.60% |
| Opus Capital Group, LLC | 307,223 | $8,811,000 | 2.59% |
| HC FINANCIAL ADVISORS INC | 98,029 | $2,811,000 | 2.21% |
| Salomon & Ludwin, LLC | 377,364 | $10,823,000 | 2.15% |
| Stevard, LLC | 111,406 | $3,195,000 | 2.01% |