WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 289 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,157 | -2.0% | 1,424 | 0.0% | 0.00% | – |
| Q2 2023 | $40,997 | -43.8% | 1,424 | -44.2% | 0.00% | – |
| Q1 2023 | $72,885 | -59.0% | 2,552 | -59.2% | 0.00% | -100.0% |
| Q4 2022 | $177,892 | +10.5% | 6,255 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $161,000 | +11.0% | 6,255 | +22.0% | 0.00% | 0.0% |
| Q2 2022 | $145,000 | -11.0% | 5,127 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $163,000 | -3.0% | 5,127 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $168,000 | +6.3% | 5,127 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $158,000 | +33.9% | 5,127 | +38.5% | 0.00% | 0.0% |
| Q2 2021 | $118,000 | +391.7% | 3,703 | +180.5% | 0.00% | – |
| Q1 2020 | $24,000 | -58.6% | 1,320 | -34.7% | 0.00% | – |
| Q4 2019 | $58,000 | +3.6% | 2,020 | -1.7% | 0.00% | – |
| Q3 2019 | $56,000 | 0.0% | 2,055 | 0.0% | 0.00% | – |
| Q2 2019 | $56,000 | -1.8% | 2,055 | 0.0% | 0.00% | – |
| Q1 2019 | $57,000 | +14.0% | 2,055 | +1.0% | 0.00% | – |
| Q4 2018 | $50,000 | +127.3% | 2,035 | +176.9% | 0.00% | – |
| Q3 2018 | $22,000 | 0.0% | 735 | 0.0% | 0.00% | – |
| Q2 2018 | $22,000 | +10.0% | 735 | 0.0% | 0.00% | – |
| Q1 2018 | $20,000 | -48.7% | 735 | -45.5% | 0.00% | – |
| Q4 2017 | $39,000 | +1850.0% | 1,348 | +4393.3% | 0.00% | – |
| Q4 2016 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2016 | $2,000 | – | 30 | – | 0.00% | – |
Download | ||||||
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% |