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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,689,921 | +2.8% | 182,662 | +7.9% | 5.25% | +98.9% |
| Q1 2024 | $5,534,325 | +9.9% | 169,349 | +8.2% | 2.64% | -6.5% |
| Q4 2023 | $5,035,699 | +14.8% | 156,534 | +0.6% | 2.82% | +8.2% |
| Q3 2023 | $4,386,059 | +2.5% | 155,534 | +4.7% | 2.61% | +5.0% |
| Q2 2023 | $4,277,733 | -0.3% | 148,584 | -1.1% | 2.48% | -6.4% |
| Q1 2023 | $4,292,111 | +5.1% | 150,284 | +4.6% | 2.65% | -4.9% |
| Q4 2022 | $4,085,520 | +10.4% | 143,654 | -0.1% | 2.79% | +9.5% |
| Q3 2022 | $3,700,000 | -10.5% | 143,749 | -1.9% | 2.55% | -13.5% |
| Q2 2022 | $4,136,000 | -7.0% | 146,554 | +5.0% | 2.94% | +4.3% |
| Q1 2022 | $4,449,000 | +1.1% | 139,584 | +4.2% | 2.82% | +4.5% |
| Q4 2021 | $4,401,000 | +6.8% | 133,929 | +0.2% | 2.70% | -0.1% |
| Q3 2021 | $4,122,000 | -20.5% | 133,689 | -17.7% | 2.70% | -15.2% |
| Q2 2021 | $5,182,000 | -2.7% | 162,508 | -5.0% | 3.19% | -7.4% |
| Q1 2021 | $5,328,000 | +20.7% | 171,048 | +3.1% | 3.44% | +14.1% |
| Q4 2020 | $4,413,000 | +57.2% | 165,890 | +24.5% | 3.02% | +33.3% |
| Q3 2020 | $2,808,000 | +6.4% | 133,230 | +6.9% | 2.26% | +3.6% |
| Q2 2020 | $2,638,000 | – | 124,575 | – | 2.18% | – |
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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% |