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 | $936,494 | -2.0% | 33,209 | 0.0% | 0.36% | +2.9% |
| Q2 2023 | $956,087 | -1.2% | 33,209 | -2.0% | 0.34% | -7.0% |
| Q1 2023 | $967,727 | -0.3% | 33,884 | -0.7% | 0.37% | -6.8% |
| Q4 2022 | $970,885 | +17.5% | 34,138 | +6.4% | 0.40% | +6.4% |
| Q3 2022 | $826,000 | -9.0% | 32,093 | -0.2% | 0.37% | -8.6% |
| Q2 2022 | $908,000 | -11.4% | 32,166 | 0.0% | 0.41% | -1.7% |
| Q1 2022 | $1,025,000 | -1.2% | 32,166 | +1.9% | 0.42% | -9.6% |
| Q4 2021 | $1,037,000 | – | 31,566 | – | 0.46% | – |
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% |