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 | $1,770,259 | -1.9% | 62,775 | +0.2% | 0.59% | -1.2% |
Q2 2023 | $1,803,986 | +1.0% | 62,660 | +0.2% | 0.60% | -8.4% |
Q1 2023 | $1,786,165 | +0.4% | 62,541 | +0.0% | 0.65% | -11.7% |
Q4 2022 | $1,778,546 | +4.9% | 62,537 | -5.1% | 0.74% | -13.1% |
Q3 2022 | $1,695,000 | -8.8% | 65,865 | 0.0% | 0.85% | -2.2% |
Q2 2022 | $1,859,000 | -11.4% | 65,865 | 0.0% | 0.87% | -13.1% |
Q1 2022 | $2,099,000 | -3.0% | 65,865 | 0.0% | 1.00% | -16.4% |
Q4 2021 | $2,164,000 | – | 65,865 | – | 1.19% | – |
Download |
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% |