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 | $1,121,824 | -3.1% | 39,781 | 0.0% | 0.52% | -3.7% |
Q2 2023 | $1,158,025 | +1.9% | 39,781 | 0.0% | 0.54% | -2.9% |
Q1 2023 | $1,136,145 | +0.4% | 39,781 | 0.0% | 0.56% | -4.1% |
Q4 2022 | $1,131,372 | +10.5% | 39,781 | 0.0% | 0.58% | +0.2% |
Q3 2022 | $1,024,000 | -8.8% | 39,781 | 0.0% | 0.58% | -4.7% |
Q2 2022 | $1,123,000 | -11.4% | 39,781 | 0.0% | 0.61% | +0.5% |
Q1 2022 | $1,268,000 | -5.4% | 39,781 | -2.5% | 0.61% | +3.6% |
Q4 2021 | $1,340,000 | +6.6% | 40,781 | 0.0% | 0.59% | +3.3% |
Q3 2021 | $1,257,000 | -3.4% | 40,781 | 0.0% | 0.57% | +6.3% |
Q2 2021 | $1,301,000 | +19.9% | 40,781 | 0.0% | 0.54% | +1.1% |
Q4 2020 | $1,085,000 | +26.2% | 40,781 | 0.0% | 0.53% | +0.6% |
Q3 2020 | $860,000 | -0.5% | 40,781 | 0.0% | 0.53% | -13.0% |
Q2 2020 | $864,000 | +118.7% | 40,781 | +86.1% | 0.61% | +68.3% |
Q1 2020 | $395,000 | – | 21,918 | – | 0.36% | – |
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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% |