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 | $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 ↓ |
|---|---|---|---|
| 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% |