WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 293 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $971,411 | -1.2% | 34,013 | -1.6% | 0.28% | -7.3% |
| Q4 2022 | $983,484 | +10.0% | 34,581 | -0.5% | 0.30% | -1.0% |
| Q3 2022 | $894,000 | -10.2% | 34,762 | -1.6% | 0.31% | -7.6% |
| Q2 2022 | $996,000 | -11.5% | 35,315 | -0.0% | 0.33% | +5.8% |
| Q1 2022 | $1,125,000 | -4.4% | 35,326 | -1.4% | 0.31% | +3.3% |
| Q4 2021 | $1,177,000 | +12.1% | 35,826 | +5.1% | 0.30% | +5.2% |
| Q3 2021 | $1,050,000 | -1.9% | 34,084 | +1.5% | 0.29% | -5.0% |
| Q2 2021 | $1,070,000 | +25.3% | 33,570 | +22.4% | 0.30% | +15.2% |
| Q1 2021 | $854,000 | – | 27,425 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Del-Sette Capital Management, LLC | 229,640 | $6,558,516 | 6.46% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 423,086 | $12,083 | 5.84% |
| H&H Retirement Design & Management INC | 156,428 | $4,447,254 | 2.83% |
| Melone Private Wealth, LLC | 133,106 | $3,708,335 | 2.83% |
| HC Advisors, LLC | 150,284 | $4,292,111 | 2.65% |
| VAUGHAN & Co SECURITIES, INC. | 119,718 | $3,419,132 | 2.54% |
| Kades & Cheifetz LLC | 109,229 | $3,119,571 | 2.46% |
| FFG RETIREMENT ADVISORS LLC | 79,122 | $2,259,724 | 1.94% |
| DB Wealth Management Group, LLC | 97,903 | $2,796,125 | 1.76% |
| WEST BANCORPORATION INC | 69,895 | $1,996,201 | 1.52% |