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 | $135,011 | -9.4% | 4,788 | -7.5% | 0.00% | – |
Q2 2023 | $149,071 | -55.7% | 5,178 | -56.1% | 0.00% | – |
Q1 2023 | $336,716 | +209.3% | 11,790 | +208.0% | 0.00% | – |
Q4 2022 | $108,871 | -9.3% | 3,828 | -17.7% | 0.00% | – |
Q3 2022 | $120,000 | -14.3% | 4,651 | -6.5% | 0.00% | – |
Q2 2022 | $140,000 | -36.4% | 4,972 | -28.0% | 0.00% | – |
Q1 2022 | $220,000 | -7.9% | 6,906 | -5.1% | 0.00% | – |
Q4 2021 | $239,000 | +42.3% | 7,279 | +33.2% | 0.00% | – |
Q3 2021 | $168,000 | -3.4% | 5,466 | +0.3% | 0.00% | – |
Q2 2021 | $174,000 | +13.0% | 5,450 | +9.9% | 0.00% | – |
Q1 2021 | $154,000 | +49.5% | 4,961 | +28.2% | 0.00% | – |
Q4 2020 | $103,000 | -14.9% | 3,871 | -32.7% | 0.00% | – |
Q3 2020 | $121,000 | +278.1% | 5,753 | +277.2% | 0.00% | – |
Q2 2020 | $32,000 | -33.3% | 1,525 | -42.7% | 0.00% | – |
Q1 2020 | $48,000 | -52.5% | 2,663 | -25.0% | 0.00% | – |
Q4 2019 | $101,000 | -5.6% | 3,549 | -9.8% | 0.00% | – |
Q3 2019 | $107,000 | +20.2% | 3,933 | +18.9% | 0.00% | – |
Q2 2019 | $89,000 | +3.5% | 3,309 | +5.7% | 0.00% | – |
Q1 2019 | $86,000 | +8500.0% | 3,132 | +8600.0% | 0.00% | – |
Q4 2018 | $1,000 | – | 36 | +260.0% | 0.00% | – |
Q3 2018 | $0 | – | 10 | – | 0.00% | – |
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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% |