WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 288 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 336,435 | $9,265,000 | 6.92% |
| Seneca House Advisors | 148,064 | $4,078,000 | 3.54% |
| HC FINANCIAL ADVISORS INC | 115,686 | $3,186,000 | 3.34% |
| Starfire Investment Advisers, Inc. | 257,220 | $7,083,000 | 3.25% |
| CAPITAL WEALTH MANAGEMENT, LLC | 115,089 | $3,170,000 | 3.17% |
| Opus Capital Group, LLC | 375,338 | $10,336,000 | 2.76% |
| Salomon & Ludwin, LLC | 421,085 | $11,597,000 | 2.39% |
| Truvestments Capital LLC | 95,209 | $2,622,000 | 2.01% |
| Merriman Wealth Management, LLC | 367,078 | $10,109,000 | 1.92% |
| Keudell/Morrison Wealth Management | 73,370 | $2,021,000 | 1.78% |