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 | $3,837,441 | -1.6% | 136,079 | +0.4% | 2.74% | -0.3% |
| Q2 2023 | $3,900,926 | +5.2% | 135,496 | +1.8% | 2.75% | -2.8% |
| Q1 2023 | $3,708,335 | -0.7% | 133,106 | +1.4% | 2.83% | -10.5% |
| Q4 2022 | $3,733,418 | +14.0% | 131,273 | +7.7% | 3.16% | +10.6% |
| Q3 2022 | $3,275,000 | -2.6% | 121,871 | +2.2% | 2.86% | +0.3% |
| Q2 2022 | $3,364,000 | -7.8% | 119,214 | -0.1% | 2.85% | -4.2% |
| Q1 2022 | $3,649,000 | -8.4% | 119,368 | -1.5% | 2.98% | -0.7% |
| Q4 2021 | $3,983,000 | – | 121,216 | – | 3.00% | – |
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% |