WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,275 | -2.0% | 258 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $7,427 | +0.8% | 258 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $7,365 | +0.4% | 258 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $7,334 | +4.8% | 258 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $7,000 | 0.0% | 258 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $7,000 | -12.5% | 258 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $8,000 | 0.0% | 258 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 258 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $8,000 | 0.0% | 258 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $8,000 | 0.0% | 258 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $8,000 | – | 258 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 505,750 | $9,113,631,000 | 11.58% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 397,375 | $7,161,000 | 4.86% |
| Stevard, LLC | 161,435 | $4,097,000 | 2.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 99,748 | $1,798,000 | 2.25% |
| Starfire Investment Advisers, Inc. | 219,761 | $3,960,000 | 2.18% |
| Opus Capital Group, LLC | 284,341 | $5,124,000 | 1.81% |
| Salomon & Ludwin, LLC | 370,598 | $6,678,000 | 1.72% |
| BCS Wealth Management | 135,492 | $2,442,000 | 1.71% |
| HC FINANCIAL ADVISORS INC | 97,184 | $1,751,000 | 1.56% |
| John W. Brooker & Co., CPAs | 104,393 | $1,881,000 | 1.36% |