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 | $464,172 | +11.3% | 16,460 | +13.6% | 0.05% | +17.9% |
| Q2 2023 | $417,023 | +0.8% | 14,485 | 0.0% | 0.04% | +2.6% |
| Q1 2023 | $413,692 | +6.7% | 14,485 | +6.2% | 0.04% | +5.6% |
| Q4 2022 | $387,808 | +10.5% | 13,636 | 0.0% | 0.04% | +5.9% |
| Q3 2022 | $351,000 | -8.8% | 13,636 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $385,000 | -18.1% | 13,636 | -7.4% | 0.03% | -8.1% |
| Q1 2022 | $470,000 | -35.6% | 14,732 | -33.7% | 0.04% | -33.9% |
| Q4 2021 | $730,000 | +7.2% | 22,206 | +0.5% | 0.06% | +1.8% |
| Q3 2021 | $681,000 | -3.4% | 22,086 | -0.1% | 0.06% | -1.8% |
| Q2 2021 | $705,000 | +7.0% | 22,098 | +4.4% | 0.06% | +1.8% |
| Q1 2021 | $659,000 | +25.3% | 21,171 | +7.0% | 0.06% | +14.6% |
| Q4 2020 | $526,000 | +5.8% | 19,791 | -16.1% | 0.05% | -4.0% |
| Q3 2020 | $497,000 | -0.6% | 23,580 | -0.2% | 0.05% | -3.8% |
| Q2 2020 | $500,000 | +2.0% | 23,630 | -13.2% | 0.05% | -11.9% |
| Q1 2020 | $490,000 | -47.0% | 27,208 | -15.6% | 0.06% | -32.2% |
| Q4 2019 | $925,000 | -6.1% | 32,236 | -10.4% | 0.09% | -10.3% |
| Q3 2019 | $985,000 | +3.0% | 35,986 | +2.0% | 0.10% | +3.2% |
| Q2 2019 | $956,000 | +43.8% | 35,271 | +46.1% | 0.09% | +38.2% |
| Q1 2019 | $665,000 | +105.9% | 24,149 | +83.6% | 0.07% | +83.8% |
| Q4 2018 | $323,000 | -11.5% | 13,150 | +7.2% | 0.04% | 0.0% |
| Q3 2018 | $365,000 | +0.3% | 12,270 | 0.0% | 0.04% | -14.0% |
| Q2 2018 | $364,000 | +8.3% | 12,270 | 0.0% | 0.04% | +19.4% |
| Q1 2018 | $336,000 | -1.5% | 12,270 | +4.6% | 0.04% | -2.7% |
| Q4 2017 | $341,000 | +3.6% | 11,730 | +200.0% | 0.04% | -2.6% |
| Q3 2017 | $329,000 | +4.4% | 3,910 | 0.0% | 0.04% | +2.7% |
| Q2 2017 | $315,000 | -9.5% | 3,910 | -9.5% | 0.04% | -11.9% |
| Q1 2017 | $348,000 | +8.8% | 4,320 | +11.6% | 0.04% | 0.0% |
| Q4 2016 | $320,000 | +10.7% | 3,870 | +0.7% | 0.04% | +16.7% |
| Q3 2016 | $289,000 | +39.6% | 3,845 | +26.5% | 0.04% | +50.0% |
| Q1 2014 | $207,000 | +0.5% | 3,040 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $206,000 | – | 3,040 | – | 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% |