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 | $603,331 | -30.6% | 21,395 | -29.1% | 0.01% | -33.3% |
| Q2 2023 | $869,311 | -2.9% | 30,195 | -3.7% | 0.01% | -7.7% |
| Q1 2023 | $895,314 | +4.4% | 31,348 | +3.9% | 0.01% | -7.1% |
| Q4 2022 | $857,934 | +2.1% | 30,166 | -7.6% | 0.01% | -6.7% |
| Q3 2022 | $840,001 | -8.6% | 32,634 | +0.1% | 0.02% | -11.8% |
| Q2 2022 | $919,000 | -8.2% | 32,591 | +3.7% | 0.02% | 0.0% |
| Q1 2022 | $1,001,000 | – | 31,418 | – | 0.02% | – |
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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% |