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 | $221 | -6.4% | 8 | -72.4% | 0.00% | -100.0% |
| Q1 2023 | $236 | -99.9% | 29 | +11.5% | 0.01% | 0.0% |
| Q3 2022 | $213,000 | -8.6% | 26 | -7.1% | 0.01% | 0.0% |
| Q2 2022 | $233,000 | -11.4% | 28 | -12.5% | 0.01% | 0.0% |
| Q1 2022 | $263,000 | -3.0% | 32 | -3.0% | 0.01% | +16.7% |
| Q4 2021 | $271,000 | +774.2% | 33 | +312.5% | 0.01% | -60.0% |
| Q3 2021 | $31,000 | -3.1% | 8 | 0.0% | 0.02% | +36.4% |
| Q2 2021 | $32,000 | -87.5% | 8 | 0.0% | 0.01% | +120.0% |
| Q1 2021 | $256,000 | +25500.0% | 8 | -79.5% | 0.01% | +400.0% |
| Q4 2020 | $1,000 | -100.0% | 39 | -75.5% | 0.00% | -88.9% |
| Q1 2020 | $2,869,000 | – | 159 | – | 0.01% | – |
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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% |