1834 INVESTMENT ADVISORS CO - WISDOMTREE TR ownership

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
1834 INVESTMENT ADVISORS CO ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$292,000
-1.0%
10,363
+11.9%
0.04%
+13.9%
Q1 2022$295,000
-3.0%
9,2600.0%0.04%
+5.9%
Q4 2021$304,000
+9.4%
9,260
+2.7%
0.03%0.0%
Q3 2021$278,000
+43.3%
9,020
+48.3%
0.03%
+47.8%
Q2 2021$194,000
-57.5%
6,084
-58.4%
0.02%
-61.0%
Q1 2021$456,000
+14.6%
14,642
-2.2%
0.06%
+11.3%
Q4 2020$398,000
+29.2%
14,977
+2.5%
0.05%
+17.8%
Q3 2020$308,000
-32.2%
14,617
-31.8%
0.04%
-37.5%
Q2 2020$454,000
+68.1%
21,431
+43.1%
0.07%
+41.2%
Q1 2020$270,000
+0.7%
14,977
+60.4%
0.05%
+24.4%
Q4 2019$268,000
+3.9%
9,340
-1.2%
0.04%
+10.8%
Q3 2019$258,000
-44.9%
9,450
-45.3%
0.04%
-47.9%
Q2 2019$468,000
+5.2%
17,275
+6.9%
0.07%
+4.4%
Q1 2019$445,000
+12.9%
16,165
+0.6%
0.07%
+3.0%
Q4 2018$394,000
-13.2%
16,061
+5.2%
0.07%0.0%
Q3 2018$454,000
+0.4%
15,2600.0%0.07%
-7.0%
Q2 2018$452,000
+9.2%
15,260
+1.1%
0.07%0.0%
Q1 2018$414,000
+121.4%
15,095
+134.6%
0.07%
+144.8%
Q4 2017$187,0006,4350.03%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 341,265$9,351,00019.28%
EisnerAmper Wealth Management Corporate Benefits, LLC 313,153$8,580,0007.20%
Starfire Investment Advisers, Inc. 326,609$8,949,0004.66%
Seneca House Advisors 145,267$3,980,0003.33%
CAPITAL WEALTH MANAGEMENT, LLC 125,031$3,426,0003.21%
Fluent Financial, LLC 143,748$3,920,0002.72%
Opus Capital Group, LLC 378,738$10,378,0002.61%
HC FINANCIAL ADVISORS INC 79,575$2,180,0002.15%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 112,073$3,071,0002.03%
Private Vista, LLC 233,709$6,404,0001.87%
View complete list of WISDOMTREE TR shareholders