WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 292 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 1.66 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $479 | +24.7% | 16,975 | +27.2% | 0.10% | +32.4% |
| Q2 2023 | $384 | -79.9% | 13,345 | -80.1% | 0.07% | -80.8% |
| Q1 2023 | $1,912 | +68.6% | 66,942 | +68.0% | 0.39% | +33.6% |
| Q4 2022 | $1,134 | -99.8% | 39,857 | +110.5% | 0.29% | +97.9% |
| Q3 2022 | $487,000 | +4.3% | 18,936 | +14.4% | 0.15% | +10.6% |
| Q2 2022 | $467,000 | +38.6% | 16,550 | +56.6% | 0.13% | +50.0% |
| Q1 2022 | $337,000 | – | 10,569 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 525,546 | $15,072,686,000 | 13.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 385,705 | $11,062,000 | 7.58% |
| Seneca House Advisors | 141,579 | $4,060,000 | 3.51% |
| CAPITAL WEALTH MANAGEMENT, LLC | 107,978 | $3,097,000 | 3.16% |
| Starfire Investment Advisers, Inc. | 487,852 | $13,990,000 | 2.67% |
| BCS Wealth Management | 136,192 | $3,906,000 | 2.60% |
| Opus Capital Group, LLC | 307,223 | $8,811,000 | 2.59% |
| HC FINANCIAL ADVISORS INC | 98,029 | $2,811,000 | 2.21% |
| Salomon & Ludwin, LLC | 377,364 | $10,823,000 | 2.15% |
| Stevard, LLC | 111,406 | $3,195,000 | 2.01% |