WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,594,149 | -4.8% | 56,530 | -2.0% | 0.36% | -2.4% |
| Q2 2023 | $1,674,319 | +1.7% | 57,695 | +0.1% | 0.37% | -3.9% |
| Q1 2023 | $1,645,552 | -6.2% | 57,617 | +0.2% | 0.38% | -7.0% |
| Q4 2022 | $1,753,939 | +20.2% | 57,487 | +1.4% | 0.41% | +2.5% |
| Q3 2022 | $1,459,000 | -7.8% | 56,697 | +2.4% | 0.40% | -0.5% |
| Q2 2022 | $1,582,000 | -10.2% | 55,361 | +0.2% | 0.40% | +5.2% |
| Q1 2022 | $1,761,000 | +2.6% | 55,271 | +0.6% | 0.38% | -0.3% |
| Q4 2021 | $1,717,000 | -0.4% | 54,929 | +1.4% | 0.38% | +1.3% |
| Q3 2021 | $1,724,000 | +1.2% | 54,149 | +1.4% | 0.38% | -2.6% |
| Q2 2021 | $1,704,000 | -1.6% | 53,385 | +0.7% | 0.39% | -9.1% |
| Q1 2021 | $1,732,000 | +14.7% | 52,993 | -0.9% | 0.43% | -1.6% |
| Q4 2020 | $1,510,000 | +26.1% | 53,467 | +0.9% | 0.44% | -2.9% |
| Q3 2020 | $1,197,000 | +202.3% | 52,974 | +128.1% | 0.45% | +118.0% |
| Q1 2020 | $396,000 | +36.1% | 23,222 | +127.7% | 0.21% | +77.6% |
| Q4 2019 | $291,000 | – | 10,197 | – | 0.12% | – |
Download | ||||||
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% |