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 ↓ |
|---|---|---|---|
| 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% |