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 | $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% | – |
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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% |