WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $303,094 | -3.2% | 10,748 | -1.2% | 0.17% | +3.0% |
| Q2 2023 | $313,178 | +0.8% | 10,878 | 0.0% | 0.17% | -8.6% |
| Q1 2023 | $310,676 | +0.4% | 10,878 | 0.0% | 0.18% | -3.1% |
| Q4 2022 | $309,370 | -6.5% | 10,878 | -15.6% | 0.19% | -21.1% |
| Q3 2022 | $331,000 | -30.3% | 12,891 | -23.6% | 0.24% | -33.3% |
| Q2 2022 | $475,000 | -11.7% | 16,878 | 0.0% | 0.36% | +0.3% |
| Q1 2022 | $538,000 | -13.8% | 16,878 | -11.1% | 0.36% | -14.4% |
| Q4 2021 | $624,000 | – | 18,989 | – | 0.42% | – |
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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% |