WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 292 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 1.66 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $584,920 | +103.8% | 20,567 | +116.4% | 0.04% | +120.0% |
Q4 2020 | $287,000 | +39.3% | 9,502 | +32.6% | 0.02% | -9.1% |
Q4 2019 | $206,000 | +1.5% | 7,167 | -4.1% | 0.02% | -8.3% |
Q2 2019 | $203,000 | -63.7% | 7,473 | -63.2% | 0.02% | -65.7% |
Q1 2019 | $559,000 | -0.2% | 20,293 | -11.2% | 0.07% | -7.9% |
Q4 2018 | $560,000 | -19.9% | 22,840 | -3.0% | 0.08% | -2.6% |
Q3 2018 | $699,000 | -2.1% | 23,548 | -2.0% | 0.08% | -9.3% |
Q2 2018 | $714,000 | +167.4% | 24,027 | +146.6% | 0.09% | +145.7% |
Q1 2018 | $267,000 | -28.2% | 9,742 | -24.0% | 0.04% | -31.4% |
Q4 2017 | $372,000 | – | 12,812 | – | 0.05% | – |
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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% |