WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 281 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,748,367 | +5.6% | 61,999 | +7.9% | 0.09% | +10.0% |
| Q2 2023 | $1,654,942 | +0.9% | 57,483 | +0.1% | 0.08% | -20.8% |
| Q1 2023 | $1,639,989 | +1.0% | 57,423 | +0.6% | 0.10% | -12.2% |
| Q4 2022 | $1,623,046 | +9.1% | 57,069 | -1.3% | 0.12% | -6.5% |
| Q3 2022 | $1,488,000 | -9.7% | 57,821 | -1.0% | 0.12% | -10.2% |
| Q2 2022 | $1,648,000 | -12.8% | 58,400 | -1.5% | 0.14% | +2.2% |
| Q1 2022 | $1,889,000 | -0.9% | 59,271 | +2.1% | 0.13% | -5.6% |
| Q4 2021 | $1,907,000 | – | 58,036 | – | 0.14% | – |
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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% |