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 ↓ |
|---|---|---|---|
| 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% |