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 | $292,265 | +4.0% | 10,364 | +6.2% | 0.02% | -15.4% |
Q2 2023 | $281,048 | -7.3% | 9,762 | -8.0% | 0.03% | +36.8% |
Q1 2023 | $303,136 | +15.2% | 10,614 | +14.7% | 0.02% | -26.9% |
Q4 2022 | $263,127 | +11.5% | 9,252 | +28.8% | 0.03% | +8.3% |
Q4 2021 | $236,000 | +11.3% | 7,181 | +8.3% | 0.02% | -11.1% |
Q3 2021 | $212,000 | -66.8% | 6,631 | -66.9% | 0.03% | -69.7% |
Q2 2021 | $639,000 | +22.6% | 20,048 | +19.8% | 0.09% | 0.0% |
Q1 2021 | $521,000 | +883.0% | 16,728 | +661.7% | 0.09% | +287.0% |
Q4 2018 | $53,000 | +1.9% | 2,196 | +15.8% | 0.02% | -4.2% |
Q1 2018 | $52,000 | -5.5% | 1,896 | 0.0% | 0.02% | -4.0% |
Q4 2017 | $55,000 | – | 1,896 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VAUGHAN & Co SECURITIES, INC. | 505,750 | $9,113,631,000 | 11.58% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 397,375 | $7,161,000 | 4.86% |
Stevard, LLC | 161,435 | $4,097,000 | 2.64% |
CAPITAL WEALTH MANAGEMENT, LLC | 99,748 | $1,798,000 | 2.25% |
Starfire Investment Advisers, Inc. | 219,761 | $3,960,000 | 2.18% |
Opus Capital Group, LLC | 284,341 | $5,124,000 | 1.81% |
Salomon & Ludwin, LLC | 370,598 | $6,678,000 | 1.72% |
BCS Wealth Management | 135,492 | $2,442,000 | 1.71% |
HC FINANCIAL ADVISORS INC | 97,184 | $1,751,000 | 1.56% |
John W. Brooker & Co., CPAs | 104,393 | $1,881,000 | 1.36% |