WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VAUGHAN & Co SECURITIES, INC. | 531,373 | $11,254,000 | 12.38% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 421,029 | $8,917,000 | 6.10% |
HC Advisors, LLC | 124,575 | $2,638,000 | 2.18% |
CAPITAL WEALTH MANAGEMENT, LLC | 91,321 | $1,934,000 | 2.06% |
Starfire Investment Advisers, Inc. | 200,393 | $4,244,000 | 2.03% |
Opus Capital Group, LLC | 280,164 | $5,934,000 | 1.82% |
BCS Wealth Management | 135,313 | $2,866,000 | 1.72% |
Key FInancial Inc | 69,986 | $1,465,000 | 1.68% |
HC FINANCIAL ADVISORS INC | 99,491 | $2,107,000 | 1.65% |
John W. Brooker & Co., CPAs | 94,772 | $2,007,000 | 1.43% |