WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 288 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $330,052 | -18.9% | 11,704 | -17.2% | 0.02% | -15.8% |
| Q2 2023 | $406,831 | -35.8% | 14,131 | -36.3% | 0.02% | -44.1% |
| Q1 2023 | $633,889 | -10.6% | 22,195 | -11.0% | 0.03% | -8.1% |
| Q4 2022 | $709,151 | +12.4% | 24,935 | +1.7% | 0.04% | 0.0% |
| Q3 2022 | $631,000 | -13.7% | 24,520 | -5.4% | 0.04% | -9.8% |
| Q2 2022 | $731,000 | -49.7% | 25,920 | -43.2% | 0.04% | -45.3% |
| Q1 2022 | $1,454,000 | +28.9% | 45,635 | +33.0% | 0.08% | +27.1% |
| Q4 2021 | $1,128,000 | – | 34,320 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 341,265 | $9,351,000 | 19.28% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 313,153 | $8,580,000 | 7.20% |
| Starfire Investment Advisers, Inc. | 326,609 | $8,949,000 | 4.66% |
| Seneca House Advisors | 145,267 | $3,980,000 | 3.33% |
| CAPITAL WEALTH MANAGEMENT, LLC | 125,031 | $3,426,000 | 3.21% |
| Fluent Financial, LLC | 143,748 | $3,920,000 | 2.72% |
| Opus Capital Group, LLC | 378,738 | $10,378,000 | 2.61% |
| HC FINANCIAL ADVISORS INC | 79,575 | $2,180,000 | 2.15% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 112,073 | $3,071,000 | 2.03% |
| Private Vista, LLC | 233,709 | $6,404,000 | 1.87% |