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 | $543,188 | -2.3% | 19,262 | -0.2% | 0.12% | 0.0% |
| Q2 2023 | $555,705 | +1.4% | 19,302 | +0.6% | 0.12% | -3.9% |
| Q1 2023 | $547,781 | +2.7% | 19,180 | +2.5% | 0.13% | -31.0% |
| Q4 2022 | $533,133 | +9.5% | 18,713 | -1.0% | 0.19% | -2.1% |
| Q3 2022 | $487,000 | -7.1% | 18,908 | +8.1% | 0.19% | +7.3% |
| Q2 2022 | $524,000 | -6.9% | 17,498 | -1.0% | 0.18% | +5.3% |
| Q1 2022 | $563,000 | +11.7% | 17,680 | +15.2% | 0.17% | +13.4% |
| Q4 2021 | $504,000 | +0.4% | 15,353 | +0.7% | 0.15% | -0.7% |
| Q3 2021 | $502,000 | +15.1% | 15,239 | +9.3% | 0.15% | +9.5% |
| Q2 2021 | $436,000 | +37.1% | 13,948 | +39.7% | 0.14% | +35.6% |
| Q1 2021 | $318,000 | +16.5% | 9,984 | -2.6% | 0.10% | -1.9% |
| Q4 2020 | $273,000 | – | 10,250 | – | 0.10% | – |
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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% |