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. | 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% |