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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,604,852 | +2.2% | 80,971 | -10.4% | 1.48% | -8.0% |
| Q3 2023 | $2,547,577 | -8.8% | 90,340 | -6.9% | 1.61% | -6.1% |
| Q2 2023 | $2,793,186 | -0.1% | 97,019 | -0.9% | 1.71% | -3.0% |
| Q1 2023 | $2,796,125 | +1.5% | 97,903 | +1.1% | 1.76% | -1.2% |
| Q4 2022 | $2,755,268 | +68.3% | 96,880 | +52.4% | 1.78% | +52.8% |
| Q3 2022 | $1,637,000 | +16.8% | 63,579 | +28.1% | 1.17% | +22.3% |
| Q2 2022 | $1,401,000 | +415.1% | 49,646 | +481.1% | 0.96% | +482.3% |
| Q1 2022 | $272,000 | +186.3% | 8,544 | +194.2% | 0.16% | +192.9% |
| Q4 2021 | $95,000 | +5.6% | 2,904 | 0.0% | 0.06% | -3.4% |
| Q3 2021 | $90,000 | -6.2% | 2,904 | -3.2% | 0.06% | -4.9% |
| Q2 2021 | $96,000 | +3.2% | 3,000 | 0.0% | 0.06% | -4.7% |
| Q1 2021 | $93,000 | -49.5% | 3,000 | -56.6% | 0.06% | -52.9% |
| Q4 2020 | $184,000 | – | 6,914 | – | 0.14% | – |
Download | ||||||
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% |