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 | $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 ↓ |
|---|---|---|---|
| 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% |