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 | $273,878 | -10.0% | 9,712 | -8.1% | 0.19% | -5.0% |
Q2 2023 | $304,368 | -4.6% | 10,572 | -5.3% | 0.20% | -9.8% |
Q1 2023 | $318,930 | +0.4% | 11,167 | 0.0% | 0.22% | -3.9% |
Q4 2022 | $317,589 | +9.8% | 11,167 | -0.6% | 0.23% | +0.4% |
Q3 2022 | $289,112 | -10.5% | 11,232 | -1.7% | 0.23% | -6.5% |
Q2 2022 | $323,000 | -15.2% | 11,432 | -4.5% | 0.25% | -0.8% |
Q1 2022 | $381,000 | -3.1% | 11,970 | 0.0% | 0.25% | +5.9% |
Q4 2021 | $393,000 | +2.9% | 11,970 | -3.3% | 0.24% | -4.5% |
Q3 2021 | $382,000 | -4.0% | 12,375 | -0.8% | 0.25% | -1.6% |
Q2 2021 | $398,000 | +2.6% | 12,470 | 0.0% | 0.25% | -9.1% |
Q1 2021 | $388,000 | +17.6% | 12,470 | 0.0% | 0.28% | +16.0% |
Q4 2020 | $330,000 | +43.5% | 12,470 | +14.7% | 0.24% | +22.1% |
Q2 2020 | $230,000 | -31.1% | 10,870 | -10.9% | 0.20% | -49.5% |
Q3 2019 | $334,000 | -49.0% | 12,193 | -49.5% | 0.39% | -48.9% |
Q2 2019 | $655,000 | -7.6% | 24,158 | -6.2% | 0.76% | -10.3% |
Q1 2019 | $709,000 | -1.1% | 25,743 | 0.0% | 0.84% | -3.9% |
Q4 2018 | $717,000 | -7.1% | 25,743 | -1.0% | 0.88% | -3.8% |
Q3 2018 | $772,000 | -2.4% | 25,993 | -0.8% | 0.91% | -7.3% |
Q2 2018 | $791,000 | +35.4% | 26,193 | +30.4% | 0.98% | +33.5% |
Q4 2017 | $584,000 | +11.2% | 20,093 | +207.9% | 0.74% | +5.7% |
Q2 2017 | $525,000 | -7.2% | 6,525 | -7.1% | 0.70% | -8.5% |
Q1 2017 | $566,000 | -23.1% | 7,025 | -22.2% | 0.76% | -26.2% |
Q4 2016 | $736,000 | +1.5% | 9,027 | -6.4% | 1.03% | +1.2% |
Q3 2016 | $725,000 | -7.6% | 9,645 | -12.0% | 1.02% | -5.1% |
Q2 2016 | $785,000 | +2.6% | 10,964 | -1.5% | 1.08% | +2.1% |
Q1 2016 | $765,000 | +8.5% | 11,129 | +2.5% | 1.05% | +9.0% |
Q4 2015 | $705,000 | +3.1% | 10,854 | 0.0% | 0.97% | -5.0% |
Q3 2015 | $684,000 | -6.3% | 10,854 | +4.8% | 1.02% | -1.9% |
Q2 2015 | $730,000 | -2.7% | 10,354 | -0.4% | 1.04% | -0.8% |
Q1 2015 | $750,000 | +13.0% | 10,398 | +11.1% | 1.05% | +9.4% |
Q4 2014 | $664,000 | +6.9% | 9,358 | -2.1% | 0.96% | +3.7% |
Q3 2014 | $621,000 | -7.3% | 9,563 | 0.0% | 0.92% | -4.9% |
Q2 2014 | $670,000 | – | 9,563 | – | 0.97% | – |
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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% |