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 | $14 | -46.2% | 513 | -43.6% | 0.01% | -50.0% |
Q2 2023 | $26 | 0.0% | 909 | +0.4% | 0.01% | 0.0% |
Q1 2023 | $26 | 0.0% | 905 | +0.3% | 0.01% | 0.0% |
Q4 2022 | $26 | -99.8% | 902 | +39.4% | 0.01% | +25.0% |
Q3 2022 | $17,000 | -5.6% | 647 | +0.3% | 0.01% | 0.0% |
Q2 2022 | $18,000 | +125.0% | 645 | +164.3% | 0.01% | +166.7% |
Q1 2022 | $8,000 | 0.0% | 244 | +0.4% | 0.00% | 0.0% |
Q4 2021 | $8,000 | +14.3% | 243 | +1.2% | 0.00% | 0.0% |
Q3 2021 | $7,000 | -12.5% | 240 | +0.4% | 0.00% | 0.0% |
Q2 2021 | $8,000 | +14.3% | 239 | +0.8% | 0.00% | -25.0% |
Q1 2021 | $7,000 | +16.7% | 237 | 0.0% | 0.00% | +33.3% |
Q4 2020 | $6,000 | +20.0% | 237 | +0.9% | 0.00% | 0.0% |
Q3 2020 | $5,000 | 0.0% | 235 | +0.9% | 0.00% | 0.0% |
Q2 2020 | $5,000 | +25.0% | 233 | +0.9% | 0.00% | -25.0% |
Q1 2020 | $4,000 | -42.9% | 231 | +0.4% | 0.00% | -20.0% |
Q4 2019 | $7,000 | +16.7% | 230 | +0.9% | 0.01% | 0.0% |
Q3 2019 | $6,000 | 0.0% | 228 | +0.9% | 0.01% | 0.0% |
Q2 2019 | $6,000 | 0.0% | 226 | +0.9% | 0.01% | 0.0% |
Q1 2019 | $6,000 | – | 224 | – | 0.01% | – |
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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% |