WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 287 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,834,817 | -47.6% | 100,526 | -46.5% | 0.03% | -41.4% |
| Q2 2023 | $5,406,841 | +87.5% | 187,803 | +86.0% | 0.06% | +61.1% |
| Q1 2023 | $2,884,366 | +568.5% | 100,993 | +565.7% | 0.04% | +140.0% |
| Q4 2022 | $431,448 | +93.5% | 15,170 | +75.1% | 0.02% | +66.7% |
| Q3 2022 | $223,000 | -9.0% | 8,665 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $245,000 | 0.0% | 8,665 | +12.6% | 0.01% | +11.1% |
| Q1 2022 | $245,000 | +13.4% | 7,697 | +13.8% | 0.01% | +12.5% |
| Q2 2021 | $216,000 | -8.1% | 6,764 | -10.4% | 0.01% | -20.0% |
| Q1 2021 | $235,000 | -26.1% | 7,546 | -36.9% | 0.01% | -33.3% |
| Q4 2020 | $318,000 | +21.4% | 11,956 | -3.9% | 0.02% | +7.1% |
| Q3 2020 | $262,000 | +34.4% | 12,435 | +34.9% | 0.01% | +27.3% |
| Q2 2020 | $195,000 | +77.3% | 9,221 | +50.5% | 0.01% | +37.5% |
| Q1 2020 | $110,000 | -44.7% | 6,128 | -11.5% | 0.01% | -50.0% |
| Q4 2019 | $199,000 | – | 6,928 | – | 0.02% | – |
Download | ||||||
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% |