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 | $1,654,776 | +4.7% | 58,680 | +6.8% | 0.00% | 0.0% |
| Q2 2023 | $1,581,198 | +19.7% | 54,922 | +18.7% | 0.00% | +50.0% |
| Q1 2023 | $1,321,079 | +30.5% | 46,256 | +29.9% | 0.00% | 0.0% |
| Q4 2022 | $1,012,686 | +52.3% | 35,618 | +37.7% | 0.00% | +100.0% |
| Q3 2022 | $665,000 | +53.6% | 25,866 | +69.4% | 0.00% | 0.0% |
| Q2 2022 | $433,000 | +79.7% | 15,270 | +101.8% | 0.00% | – |
| Q1 2022 | $241,000 | +10.6% | 7,567 | +14.0% | 0.00% | – |
| Q4 2021 | $218,000 | +0.5% | 6,638 | -5.6% | 0.00% | – |
| Q3 2021 | $217,000 | +128.4% | 7,034 | +137.2% | 0.00% | – |
| Q2 2021 | $95,000 | +120.9% | 2,966 | +117.3% | 0.00% | – |
| Q1 2021 | $43,000 | – | 1,365 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 550,472 | $17,555,000 | 12.97% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 444,654 | $14,180,000 | 7.16% |
| HC Advisors, LLC | 162,508 | $5,182,000 | 3.19% |
| Pasadena Private Wealth, LLC | 182,868 | $5,832,000 | 2.00% |
| Key FInancial Inc | 113,566 | $3,571,000 | 2.00% |
| JNBA Financial Advisors | 374,475 | $11,942,000 | 1.62% |
| HC FINANCIAL ADVISORS INC | 82,943 | $2,645,000 | 1.54% |
| WealthTrust Asset Management, LLC | 55,577 | $1,772,000 | 1.54% |
| Private Portfolio Partners LLC | 123,437 | $3,936,435 | 1.14% |
| Financial Planning & Information Services, Inc. | 101,954 | $3,251,000 | 0.95% |