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 | $907,720 | -1.6% | 32,675 | +2.0% | 0.33% | +0.3% |
| Q2 2023 | $922,150 | +4.5% | 32,030 | +3.7% | 0.33% | +4.8% |
| Q1 2023 | $882,412 | +0.1% | 30,897 | -0.3% | 0.31% | -7.7% |
| Q4 2022 | $881,287 | +10.6% | 30,988 | +0.1% | 0.34% | 0.0% |
| Q3 2022 | $797,000 | -9.1% | 30,968 | -0.3% | 0.34% | -4.0% |
| Q2 2022 | $877,000 | -11.7% | 31,071 | +0.3% | 0.35% | -2.2% |
| Q1 2022 | $993,000 | -0.8% | 30,979 | +1.7% | 0.36% | -0.3% |
| Q4 2021 | $1,001,000 | +6.9% | 30,453 | +2.1% | 0.36% | -3.5% |
| Q3 2021 | $936,000 | +9.0% | 29,813 | +11.7% | 0.38% | +2.7% |
| Q2 2021 | $859,000 | +44.9% | 26,699 | +41.8% | 0.36% | +18.1% |
| Q1 2021 | $593,000 | +105.2% | 18,827 | +73.5% | 0.31% | +78.6% |
| Q4 2020 | $289,000 | – | 10,851 | – | 0.17% | – |
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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% |