WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 550,472 | $17,555,000 | 12.97% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 444,654 | $14,180,000 | 7.16% |
| HC Advisors, LLC | 162,508 | $5,182,000 | 3.19% |
| Pasadena Private Wealth, LLC | 182,868 | $5,832,000 | 2.00% |
| Key FInancial Inc | 113,566 | $3,571,000 | 2.00% |
| JNBA Financial Advisors | 374,475 | $11,942,000 | 1.62% |
| HC FINANCIAL ADVISORS INC | 82,943 | $2,645,000 | 1.54% |
| WealthTrust Asset Management, LLC | 55,577 | $1,772,000 | 1.54% |
| Private Portfolio Partners LLC | 123,437 | $3,936,435 | 1.14% |
| Financial Planning & Information Services, Inc. | 101,954 | $3,251,000 | 0.95% |