WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 288 filers reported holding WISDOMTREE TR in Q1 2023. 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. | 505,750 | $9,113,631,000 | 11.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 397,375 | $7,161,000 | 4.86% |
| Stevard, LLC | 161,435 | $4,097,000 | 2.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 99,748 | $1,798,000 | 2.25% |
| Starfire Investment Advisers, Inc. | 219,761 | $3,960,000 | 2.18% |
| Opus Capital Group, LLC | 284,341 | $5,124,000 | 1.81% |
| Salomon & Ludwin, LLC | 370,598 | $6,678,000 | 1.72% |
| BCS Wealth Management | 135,492 | $2,442,000 | 1.71% |
| HC FINANCIAL ADVISORS INC | 97,184 | $1,751,000 | 1.56% |
| John W. Brooker & Co., CPAs | 104,393 | $1,881,000 | 1.36% |