WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2 | -100.0% | 81 | -47.7% | 0.00% | -66.7% |
| Q3 2022 | $4,000 | -73.3% | 155 | -67.0% | 0.00% | -72.7% |
| Q4 2021 | $15,000 | +7.1% | 469 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $14,000 | -22.2% | 469 | -18.2% | 0.01% | -14.3% |
| Q2 2021 | $18,000 | -35.7% | 573 | -35.5% | 0.01% | -36.4% |
| Q1 2021 | $28,000 | +16.7% | 889 | 0.0% | 0.02% | +15.8% |
| Q4 2020 | $24,000 | -48.9% | 889 | -59.8% | 0.02% | -40.6% |
| Q3 2020 | $47,000 | -31.9% | 2,212 | -42.1% | 0.03% | -36.0% |
| Q1 2020 | $69,000 | -37.3% | 3,819 | 0.0% | 0.05% | -15.3% |
| Q4 2019 | $110,000 | +1.9% | 3,819 | -3.2% | 0.06% | -19.2% |
| Q3 2019 | $108,000 | -2.7% | 3,947 | -3.9% | 0.07% | -8.8% |
| Q2 2019 | $111,000 | -16.5% | 4,109 | -15.2% | 0.08% | -14.0% |
| Q1 2019 | $133,000 | -77.1% | 4,844 | -79.6% | 0.09% | -84.3% |
| Q4 2018 | $581,000 | -19.2% | 23,707 | -2.1% | 0.59% | -12.5% |
| Q3 2018 | $719,000 | – | 24,223 | – | 0.68% | – |
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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% |