WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 288 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398,939 | -23.8% | 14,147 | -22.2% | 0.24% | -23.5% |
| Q2 2023 | $523,509 | -1.2% | 18,184 | -2.0% | 0.31% | -6.9% |
| Q1 2023 | $529,842 | -13.6% | 18,552 | -13.9% | 0.33% | -17.1% |
| Q4 2022 | $612,916 | +8.9% | 21,551 | -1.5% | 0.40% | +1.0% |
| Q3 2022 | $563,000 | -11.3% | 21,889 | -2.7% | 0.40% | -4.3% |
| Q2 2022 | $635,000 | -15.0% | 22,504 | -1.0% | 0.42% | +2.0% |
| Q4 2021 | $747,000 | +2.9% | 22,727 | -0.2% | 0.41% | -2.4% |
| Q1 2021 | $726,000 | – | 22,780 | – | 0.42% | – |
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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% |