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 | $548,659 | -2.0% | 19,456 | 0.0% | 0.06% | -1.8% |
| Q2 2023 | $560,138 | +2.7% | 19,456 | +1.8% | 0.06% | -3.4% |
| Q1 2023 | $545,667 | +0.4% | 19,106 | 0.0% | 0.06% | -6.5% |
| Q4 2022 | $543,375 | +10.4% | 19,106 | 0.0% | 0.06% | +34.8% |
| Q3 2022 | $492,000 | -8.7% | 19,106 | 0.0% | 0.05% | -29.2% |
| Q2 2022 | $539,000 | -18.1% | 19,106 | -7.5% | 0.06% | -5.8% |
| Q1 2022 | $658,000 | -18.4% | 20,659 | -15.7% | 0.07% | -18.8% |
| Q4 2021 | $806,000 | +18.5% | 24,515 | +11.2% | 0.08% | +7.6% |
| Q3 2021 | $680,000 | -3.3% | 22,044 | +0.0% | 0.08% | -1.2% |
| Q2 2021 | $703,000 | +2.5% | 22,036 | +0.0% | 0.08% | 0.0% |
| Q1 2021 | $686,000 | +31.4% | 22,031 | +12.2% | 0.08% | +15.9% |
| Q4 2020 | $522,000 | – | 19,629 | – | 0.07% | – |
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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% |