WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,838 | +22.1% | 242,497 | +24.6% | 0.03% | +18.2% |
| Q2 2023 | $5,602 | +9.5% | 194,581 | +8.6% | 0.02% | -4.3% |
| Q1 2023 | $5,117 | +16.7% | 179,161 | +16.2% | 0.02% | +4.5% |
| Q4 2022 | $4,384 | -99.9% | 154,136 | +11.5% | 0.02% | +4.8% |
| Q3 2022 | $3,559,000 | -2.9% | 138,269 | +6.5% | 0.02% | -4.5% |
| Q2 2022 | $3,665,000 | -4.3% | 129,872 | +8.1% | 0.02% | -4.3% |
| Q1 2022 | $3,829,000 | -9.8% | 120,138 | -7.0% | 0.02% | -11.5% |
| Q4 2021 | $4,247,000 | -1.5% | 129,244 | -7.6% | 0.03% | -13.3% |
| Q3 2021 | $4,313,000 | -9.1% | 139,901 | -6.0% | 0.03% | -16.7% |
| Q2 2021 | $4,745,000 | -2.9% | 148,782 | -5.2% | 0.04% | -18.2% |
| Q1 2021 | $4,888,000 | +18.7% | 156,936 | +1.3% | 0.04% | -13.7% |
| Q4 2020 | $4,119,000 | +34.3% | 154,850 | +6.5% | 0.05% | +10.9% |
| Q3 2020 | $3,066,000 | +7.3% | 145,462 | +7.8% | 0.05% | -11.5% |
| Q2 2020 | $2,857,000 | +24.6% | 134,877 | +6.0% | 0.05% | +4.0% |
| Q1 2020 | $2,293,000 | -44.7% | 127,234 | -11.9% | 0.05% | -39.8% |
| Q4 2019 | $4,143,000 | +4.0% | 144,462 | -0.7% | 0.08% | -11.7% |
| Q3 2019 | $3,982,000 | +982.1% | 145,504 | +973.1% | 0.09% | +840.0% |
| Q2 2019 | $368,000 | – | 13,559 | – | 0.01% | – |
Download | ||||||
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% |