WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 287 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,786,980 | +5.8% | 134,290 | +8.0% | 0.24% | +12.4% |
Q2 2023 | $3,578,709 | -5.3% | 124,304 | -6.0% | 0.22% | -11.0% |
Q1 2023 | $3,778,447 | +8.3% | 132,299 | +7.8% | 0.24% | -0.4% |
Q4 2022 | $3,489,454 | +164808.0% | 122,695 | +49.3% | 0.25% | +49.1% |
Q3 2022 | $2,116 | -12.9% | 82,206 | -4.6% | 0.16% | -14.1% |
Q2 2022 | $2,430 | -15.7% | 86,127 | -4.7% | 0.19% | -1.5% |
Q1 2022 | $2,881 | +18.0% | 90,390 | +21.7% | 0.20% | +3.2% |
Q4 2021 | $2,441 | +52.9% | 74,275 | +43.5% | 0.19% | +21.2% |
Q3 2021 | $1,596 | – | 51,755 | – | 0.16% | – |
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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% |