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 | $1,548,124 | -9.6% | 54,898 | -7.8% | 0.29% | -8.9% |
| Q2 2023 | $1,713,363 | -6.2% | 59,512 | -6.9% | 0.32% | -10.7% |
| Q1 2023 | $1,825,935 | -4.8% | 63,933 | -5.2% | 0.35% | -12.8% |
| Q4 2022 | $1,917,165 | +5.7% | 67,411 | -4.3% | 0.41% | -7.5% |
| Q3 2022 | $1,814,000 | -9.0% | 70,470 | -0.2% | 0.44% | -9.7% |
| Q2 2022 | $1,993,000 | -21.5% | 70,629 | -11.4% | 0.49% | -14.3% |
| Q1 2022 | $2,540,000 | -9.7% | 79,689 | -6.9% | 0.57% | -18.1% |
| Q4 2021 | $2,813,000 | -2.8% | 85,617 | -8.8% | 0.69% | -12.1% |
| Q3 2021 | $2,894,000 | -11.0% | 93,881 | -7.9% | 0.79% | -17.4% |
| Q2 2021 | $3,251,000 | -7.7% | 101,954 | -9.9% | 0.95% | -11.8% |
| Q1 2021 | $3,524,000 | +5.0% | 113,119 | -10.3% | 1.08% | -4.4% |
| Q4 2020 | $3,356,000 | +23.2% | 126,168 | -2.3% | 1.13% | +6.7% |
| Q3 2020 | $2,723,000 | +4.2% | 129,162 | +4.6% | 1.06% | -3.5% |
| Q2 2020 | $2,614,000 | +30.0% | 123,433 | +10.6% | 1.10% | +5.0% |
| Q1 2020 | $2,010,000 | -31.5% | 111,567 | +9.0% | 1.04% | -10.5% |
| Q4 2019 | $2,936,000 | +1.9% | 102,385 | -2.7% | 1.17% | -4.2% |
| Q3 2019 | $2,880,000 | +10.0% | 105,230 | +9.0% | 1.22% | +7.5% |
| Q2 2019 | $2,618,000 | +1.2% | 96,559 | +2.7% | 1.13% | -1.6% |
| Q1 2019 | $2,588,000 | +16.2% | 93,988 | +3.5% | 1.15% | +4.5% |
| Q4 2018 | $2,227,000 | +1.6% | 90,770 | +23.1% | 1.10% | +30.1% |
| Q3 2018 | $2,192,000 | +6.7% | 73,766 | +6.5% | 0.85% | +10.4% |
| Q2 2018 | $2,054,000 | +26.5% | 69,290 | +16.9% | 0.77% | +34.6% |
| Q1 2018 | $1,624,000 | – | 59,282 | – | 0.57% | – |
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% |