WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 289 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,712 | +0.4% | 200 | 0.0% | 0.00% | – |
| Q4 2022 | $5,688 | +13.8% | 200 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | -58.3% | 200 | -47.1% | 0.00% | – |
| Q4 2021 | $12,000 | -97.6% | 378 | -97.6% | 0.00% | -100.0% |
| Q1 2021 | $501,000 | +211.2% | 16,076 | +80.2% | 0.01% | +14.3% |
| Q1 2020 | $161,000 | +96.3% | 8,923 | +211.2% | 0.01% | +133.3% |
| Q4 2019 | $82,000 | – | 2,867 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 531,373 | $11,254,000 | 12.38% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 421,029 | $8,917,000 | 6.10% |
| HC Advisors, LLC | 124,575 | $2,638,000 | 2.18% |
| CAPITAL WEALTH MANAGEMENT, LLC | 91,321 | $1,934,000 | 2.06% |
| Starfire Investment Advisers, Inc. | 200,393 | $4,244,000 | 2.03% |
| Opus Capital Group, LLC | 280,164 | $5,934,000 | 1.82% |
| BCS Wealth Management | 135,313 | $2,866,000 | 1.72% |
| Key FInancial Inc | 69,986 | $1,465,000 | 1.68% |
| HC FINANCIAL ADVISORS INC | 99,491 | $2,107,000 | 1.65% |
| John W. Brooker & Co., CPAs | 94,772 | $2,007,000 | 1.43% |