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 | $40,716 | -1.8% | 1,444 | +0.3% | 0.02% | 0.0% |
| Q2 2023 | $41,469 | -29.9% | 1,440 | -30.4% | 0.02% | -37.9% |
| Q1 2023 | $59,123 | +2.9% | 2,070 | +2.5% | 0.03% | -6.5% |
| Q4 2022 | $57,454 | +12.7% | 2,020 | +1.9% | 0.03% | +14.8% |
| Q3 2022 | $51,000 | -35.4% | 1,982 | -29.0% | 0.03% | -30.8% |
| Q2 2022 | $79,000 | -12.2% | 2,793 | -1.2% | 0.04% | +5.4% |
| Q1 2022 | $90,000 | +16.9% | 2,826 | +20.0% | 0.04% | +19.4% |
| Q4 2021 | $77,000 | -2.5% | 2,355 | -7.8% | 0.03% | -13.9% |
| Q3 2021 | $79,000 | +16.2% | 2,553 | +6.8% | 0.04% | -18.2% |
| Q4 2019 | $68,000 | – | 2,390 | – | 0.04% | – |
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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% |