WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,031,813 | -17.2% | 73,750 | -8.7% | 0.22% | -17.0% |
| Q2 2023 | $2,454,139 | +4.6% | 80,808 | -1.6% | 0.27% | +8.0% |
| Q1 2023 | $2,345,319 | -2.8% | 82,119 | -3.2% | 0.25% | -12.0% |
| Q4 2022 | $2,412,992 | -20.0% | 84,845 | -17.7% | 0.28% | -22.6% |
| Q3 2022 | $3,015,000 | -7.1% | 103,155 | -3.6% | 0.37% | -5.4% |
| Q2 2022 | $3,245,000 | -25.2% | 106,952 | -21.4% | 0.39% | -23.2% |
| Q1 2022 | $4,338,000 | +1.1% | 136,121 | -0.8% | 0.50% | -7.7% |
| Q4 2021 | $4,291,000 | – | 137,272 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 287,741 | $8,114 | 3.62% |
| Del-Sette Capital Management, LLC | 125,124 | $3,528,505 | 3.47% |
| H&H Retirement Design & Management INC | 156,355 | $4,293,505 | 2.97% |
| Melone Private Wealth, LLC | 136,079 | $3,837,441 | 2.74% |
| HC Advisors, LLC | 155,534 | $4,386,059 | 2.61% |
| Kades & Cheifetz LLC | 112,692 | $3,177,925 | 2.52% |
| VAUGHAN & Co SECURITIES, INC. | 97,323 | $2,744,498 | 2.04% |
| INVENIO WEALTH PARTNERS LLC | 67,319 | $1,898,396 | 1.73% |
| DB Wealth Management Group, LLC | 90,340 | $2,547,577 | 1.61% |
| Key FInancial Inc | 146,897 | $4,142,506 | 1.40% |