WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 283 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,509,000 | -5.5% | 48,443 | -0.8% | 0.82% | -9.9% |
| Q1 2024 | $1,596,455 | +2.7% | 48,851 | +1.1% | 0.91% | -4.8% |
| Q4 2023 | $1,554,723 | +19.7% | 48,328 | +5.0% | 0.96% | +8.7% |
| Q3 2023 | $1,298,360 | -5.3% | 46,041 | -3.3% | 0.88% | -3.0% |
| Q2 2023 | $1,370,341 | +5.3% | 47,598 | +4.5% | 0.91% | -0.1% |
| Q1 2023 | $1,301,310 | +7.0% | 45,564 | +6.5% | 0.91% | +1.6% |
| Q4 2022 | $1,216,351 | +12.5% | 42,769 | +1.9% | 0.90% | +3.9% |
| Q3 2022 | $1,081,000 | -7.0% | 41,986 | +2.0% | 0.86% | -3.6% |
| Q2 2022 | $1,162,000 | -6.5% | 41,165 | +5.5% | 0.89% | +3.4% |
| Q1 2022 | $1,243,000 | -1.2% | 39,010 | +1.9% | 0.86% | -2.5% |
| Q4 2021 | $1,258,000 | – | 38,295 | – | 0.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Del-Sette Capital Management, LLC | 229,640 | $6,558,516 | 6.46% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 423,086 | $12,083 | 5.84% |
| H&H Retirement Design & Management INC | 156,428 | $4,447,254 | 2.83% |
| Melone Private Wealth, LLC | 133,106 | $3,708,335 | 2.83% |
| HC Advisors, LLC | 150,284 | $4,292,111 | 2.65% |
| VAUGHAN & Co SECURITIES, INC. | 119,718 | $3,419,132 | 2.54% |
| Kades & Cheifetz LLC | 109,229 | $3,119,571 | 2.46% |
| FFG RETIREMENT ADVISORS LLC | 79,122 | $2,259,724 | 1.94% |
| DB Wealth Management Group, LLC | 97,903 | $2,796,125 | 1.76% |
| WEST BANCORPORATION INC | 69,895 | $1,996,201 | 1.52% |