WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,115,737 | -8.9% | 41,433 | +2.6% | 0.36% | +0.3% |
| Q2 2023 | $1,224,251 | +6.4% | 40,391 | +0.3% | 0.36% | -3.2% |
| Q1 2023 | $1,150,340 | -6.8% | 40,278 | 0.0% | 0.38% | -11.3% |
| Q4 2022 | $1,234,118 | +3.5% | 40,278 | -2.5% | 0.42% | -6.6% |
| Q3 2022 | $1,192,000 | +4.7% | 41,323 | +2.4% | 0.45% | -1.3% |
| Q2 2022 | $1,138,000 | -7.4% | 40,342 | +2.2% | 0.46% | +5.7% |
| Q1 2022 | $1,229,000 | -9.5% | 39,484 | -4.4% | 0.44% | -19.1% |
| Q4 2021 | $1,358,000 | +9.4% | 41,314 | +2.6% | 0.54% | -10.3% |
| Q3 2021 | $1,241,000 | +2.4% | 40,269 | +5.9% | 0.60% | +4.7% |
| Q2 2021 | $1,212,000 | +16.3% | 38,014 | +14.8% | 0.57% | +9.4% |
| Q1 2021 | $1,042,000 | +36.2% | 33,114 | +15.2% | 0.52% | -3.3% |
| Q4 2020 | $765,000 | – | 28,755 | – | 0.54% | – |
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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% |