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 | $36,293 | -2.1% | 1,287 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $37,053 | +0.8% | 1,287 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $36,757 | +308.4% | 1,287 | +263.6% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -80.4% | 354 | -78.4% | 0.00% | -50.0% |
| Q2 2022 | $46,000 | -68.1% | 1,638 | -63.8% | 0.00% | -50.0% |
| Q1 2022 | $144,000 | -90.3% | 4,520 | -90.0% | 0.00% | -87.9% |
| Q4 2021 | $1,489,000 | +605.7% | 45,315 | +563.1% | 0.03% | +450.0% |
| Q3 2021 | $211,000 | -3.2% | 6,834 | +0.0% | 0.01% | 0.0% |
| Q2 2021 | $218,000 | -85.4% | 6,831 | -85.7% | 0.01% | -85.0% |
| Q1 2021 | $1,496,000 | – | 47,611 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 550,472 | $17,555,000 | 12.97% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 444,654 | $14,180,000 | 7.16% |
| HC Advisors, LLC | 162,508 | $5,182,000 | 3.19% |
| Pasadena Private Wealth, LLC | 182,868 | $5,832,000 | 2.00% |
| Key FInancial Inc | 113,566 | $3,571,000 | 2.00% |
| JNBA Financial Advisors | 374,475 | $11,942,000 | 1.62% |
| HC FINANCIAL ADVISORS INC | 82,943 | $2,645,000 | 1.54% |
| WealthTrust Asset Management, LLC | 55,577 | $1,772,000 | 1.54% |
| Private Portfolio Partners LLC | 123,437 | $3,936,435 | 1.14% |
| Financial Planning & Information Services, Inc. | 101,954 | $3,251,000 | 0.95% |