WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,817 | -99.9% | 63,145 | -14.6% | 0.53% | -23.3% |
| Q1 2023 | $2,112,198 | -9.3% | 73,956 | -9.7% | 0.69% | -26.4% |
| Q4 2022 | $2,328,952 | +11.9% | 81,890 | +1.3% | 0.93% | -1.5% |
| Q3 2022 | $2,082,000 | -17.1% | 80,868 | -9.1% | 0.95% | -13.3% |
| Q2 2022 | $2,511,000 | -16.3% | 88,973 | -5.5% | 1.09% | -12.8% |
| Q1 2022 | $3,001,000 | -9.0% | 94,158 | -6.2% | 1.25% | -6.9% |
| Q4 2021 | $3,298,000 | +7.4% | 100,360 | +0.7% | 1.35% | -6.3% |
| Q3 2021 | $3,071,000 | -1.4% | 99,617 | +2.0% | 1.44% | +103.4% |
| Q2 2021 | $3,116,000 | +8.5% | 97,703 | +6.0% | 0.71% | +0.7% |
| Q1 2021 | $2,872,000 | +116.1% | 92,205 | +84.5% | 0.70% | +88.9% |
| Q4 2020 | $1,329,000 | – | 49,969 | – | 0.37% | – |
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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% |