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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $645,244 | -5.6% | 22,881 | -3.7% | 0.10% | -5.8% |
| Q2 2023 | $683,820 | +19.9% | 23,752 | +18.9% | 0.10% | +12.0% |
| Q1 2023 | $570,543 | -0.4% | 19,977 | -10.2% | 0.09% | -19.3% |
| Q3 2022 | $573,000 | -6.1% | 22,257 | +3.0% | 0.11% | -5.8% |
| Q2 2022 | $610,000 | -9.9% | 21,604 | +1.7% | 0.12% | +12.0% |
| Q1 2022 | $677,000 | -48.6% | 21,245 | -47.0% | 0.11% | -50.7% |
| Q4 2021 | $1,316,000 | +2250.0% | 40,053 | +2169.3% | 0.22% | +2333.3% |
| Q2 2021 | $56,000 | +1766.7% | 1,765 | +1682.8% | 0.01% | +800.0% |
| Q1 2021 | $3,000 | -93.6% | 99 | -94.0% | 0.00% | -95.7% |
| Q4 2019 | $47,000 | +4.4% | 1,637 | 0.0% | 0.02% | -4.2% |
| Q3 2019 | $45,000 | +25.0% | 1,637 | +26.6% | 0.02% | +20.0% |
| Q1 2019 | $36,000 | +12.5% | 1,293 | 0.0% | 0.02% | -9.1% |
| Q4 2018 | $32,000 | -15.8% | 1,293 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $38,000 | 0.0% | 1,293 | 0.0% | 0.02% | -4.3% |
| Q2 2018 | $38,000 | +8.6% | 1,293 | 0.0% | 0.02% | +4.5% |
| Q1 2018 | $35,000 | -35.2% | 1,293 | -29.7% | 0.02% | -33.3% |
| Q4 2017 | $54,000 | – | 1,839 | – | 0.03% | – |
Download | ||||||
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% |