WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 271 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,724,515 | +0.1% | 132,075 | +2.2% | 0.39% | +2.9% |
| Q2 2023 | $3,720,042 | -2.8% | 129,213 | -3.6% | 0.38% | -6.2% |
| Q1 2023 | $3,828,468 | +0.4% | 134,050 | 0.0% | 0.40% | -3.4% |
| Q4 2022 | $3,812,382 | +10.5% | 134,050 | 0.0% | 0.41% | +7.3% |
| Q3 2022 | $3,450,000 | -15.4% | 134,050 | -4.3% | 0.39% | -4.0% |
| Q2 2022 | $4,078,000 | -8.7% | 140,100 | 0.0% | 0.40% | -3.8% |
| Q1 2022 | $4,465,000 | -4.4% | 140,100 | 0.0% | 0.42% | -0.9% |
| Q4 2021 | $4,672,000 | +4.8% | 140,100 | 0.0% | 0.42% | +6.6% |
| Q3 2021 | $4,459,000 | -0.2% | 140,100 | 0.0% | 0.40% | -11.6% |
| Q2 2021 | $4,468,000 | +2.4% | 140,100 | 0.0% | 0.45% | -9.3% |
| Q1 2021 | $4,364,000 | +17.1% | 140,100 | 0.0% | 0.49% | +0.2% |
| Q4 2020 | $3,727,000 | +23.0% | 140,100 | 0.0% | 0.49% | +6.5% |
| Q3 2020 | $3,030,000 | +1.7% | 140,100 | -1.0% | 0.46% | -8.1% |
| Q2 2020 | $2,980,000 | – | 141,566 | – | 0.50% | – |
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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% |