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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,157,063 | -6.1% | 41,029 | -4.1% | 0.01% | -30.0% |
| Q2 2023 | $1,231,997 | +3.1% | 42,791 | +2.3% | 0.02% | 0.0% |
| Q1 2023 | $1,194,987 | -2.0% | 41,839 | -2.4% | 0.02% | -16.7% |
| Q4 2022 | $1,219,643 | +54.2% | 42,884 | +40.3% | 0.02% | +33.3% |
| Q3 2022 | $791,000 | -43.2% | 30,574 | -38.1% | 0.02% | -37.9% |
| Q2 2022 | $1,393,000 | -24.0% | 49,425 | -14.1% | 0.03% | +16.0% |
| Q1 2022 | $1,833,000 | +45.9% | 57,527 | +50.5% | 0.02% | -24.2% |
| Q4 2021 | $1,256,000 | +14.2% | 38,216 | +7.1% | 0.03% | +22.2% |
| Q3 2021 | $1,100,000 | -8.7% | 35,682 | -5.6% | 0.03% | -37.2% |
| Q2 2021 | $1,205,000 | +11.3% | 37,795 | +8.5% | 0.04% | -35.8% |
| Q1 2021 | $1,083,000 | +14.2% | 34,830 | -2.0% | 0.07% | +3.1% |
| Q4 2020 | $948,000 | +3.5% | 35,546 | -18.2% | 0.06% | -27.0% |
| Q3 2020 | $916,000 | -23.7% | 43,435 | -23.6% | 0.09% | -25.8% |
| Q2 2020 | $1,201,000 | -16.0% | 56,881 | -28.4% | 0.12% | -47.4% |
| Q1 2020 | $1,430,000 | -5.9% | 79,454 | +50.2% | 0.23% | -51.6% |
| Q4 2019 | $1,520,000 | +15.2% | 52,895 | +9.7% | 0.47% | -17.4% |
| Q3 2019 | $1,319,000 | -3.2% | 48,208 | -3.9% | 0.57% | +14.7% |
| Q2 2019 | $1,362,000 | +16.9% | 50,150 | +18.4% | 0.50% | +13.7% |
| Q1 2019 | $1,165,000 | +21.1% | 42,359 | +7.7% | 0.44% | -25.2% |
| Q4 2018 | $962,000 | – | 39,326 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 525,546 | $15,072,686,000 | 13.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 385,705 | $11,062,000 | 7.58% |
| Seneca House Advisors | 141,579 | $4,060,000 | 3.51% |
| CAPITAL WEALTH MANAGEMENT, LLC | 107,978 | $3,097,000 | 3.16% |
| Starfire Investment Advisers, Inc. | 487,852 | $13,990,000 | 2.67% |
| BCS Wealth Management | 136,192 | $3,906,000 | 2.60% |
| Opus Capital Group, LLC | 307,223 | $8,811,000 | 2.59% |
| HC FINANCIAL ADVISORS INC | 98,029 | $2,811,000 | 2.21% |
| Salomon & Ludwin, LLC | 377,364 | $10,823,000 | 2.15% |
| Stevard, LLC | 111,406 | $3,195,000 | 2.01% |