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 | $62,823 | -1.8% | 2,228 | +0.2% | 0.00% | – |
| Q2 2023 | $64,006 | -78.0% | 2,223 | -78.2% | 0.00% | -100.0% |
| Q1 2023 | $290,870 | +0.5% | 10,185 | +0.0% | 0.00% | 0.0% |
| Q4 2022 | $289,560 | +10.5% | 10,181 | +0.0% | 0.00% | 0.0% |
| Q3 2022 | $262,000 | -8.7% | 10,176 | +0.0% | 0.00% | 0.0% |
| Q2 2022 | $287,000 | -25.8% | 10,171 | -16.2% | 0.00% | 0.0% |
| Q1 2022 | $387,000 | +11.2% | 12,134 | +14.6% | 0.00% | 0.0% |
| Q4 2021 | $348,000 | +6.7% | 10,587 | +0.1% | 0.00% | 0.0% |
| Q3 2021 | $326,000 | -15.1% | 10,581 | -12.2% | 0.00% | 0.0% |
| Q2 2021 | $384,000 | +2.4% | 12,052 | +0.0% | 0.00% | 0.0% |
| Q1 2021 | $375,000 | +17.2% | 12,049 | +0.0% | 0.00% | 0.0% |
| Q4 2020 | $320,000 | +27.0% | 12,048 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $252,000 | -0.4% | 11,931 | +0.0% | 0.00% | 0.0% |
| Q2 2020 | $253,000 | +2.4% | 11,926 | -13.1% | 0.00% | -50.0% |
| Q1 2020 | $247,000 | -34.3% | 13,727 | +4.6% | 0.00% | 0.0% |
| Q4 2019 | $376,000 | +4.7% | 13,122 | +0.1% | 0.00% | 0.0% |
| Q3 2019 | $359,000 | +1.1% | 13,110 | +0.1% | 0.00% | 0.0% |
| Q2 2019 | $355,000 | -1.4% | 13,098 | +0.1% | 0.00% | 0.0% |
| Q1 2019 | $360,000 | +24.6% | 13,087 | +10.9% | 0.00% | 0.0% |
| Q4 2018 | $289,000 | -13.2% | 11,797 | +5.4% | 0.00% | 0.0% |
| Q3 2018 | $333,000 | +5.4% | 11,196 | +5.0% | 0.00% | 0.0% |
| Q2 2018 | $316,000 | +8.2% | 10,661 | +0.0% | 0.00% | 0.0% |
| Q1 2018 | $292,000 | +3.2% | 10,657 | +9.4% | 0.00% | 0.0% |
| Q4 2017 | $283,000 | +3.7% | 9,737 | +200.2% | 0.00% | 0.0% |
| Q3 2017 | $273,000 | -2.5% | 3,244 | -6.8% | 0.00% | 0.0% |
| Q2 2017 | $280,000 | – | 3,481 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 525,546 | $15,072,686,000 | 13.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 385,705 | $11,062,000 | 7.58% |
| Seneca House Advisors | 141,579 | $4,060,000 | 3.51% |
| CAPITAL WEALTH MANAGEMENT, LLC | 107,978 | $3,097,000 | 3.16% |
| Starfire Investment Advisers, Inc. | 487,852 | $13,990,000 | 2.67% |
| BCS Wealth Management | 136,192 | $3,906,000 | 2.60% |
| Opus Capital Group, LLC | 307,223 | $8,811,000 | 2.59% |
| HC FINANCIAL ADVISORS INC | 98,029 | $2,811,000 | 2.21% |
| Salomon & Ludwin, LLC | 377,364 | $10,823,000 | 2.15% |
| Stevard, LLC | 111,406 | $3,195,000 | 2.01% |