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 | $1,689,690 | -6.8% | 59,918 | -4.8% | 0.01% | -44.4% |
| Q2 2023 | $1,812,497 | -18.0% | 62,956 | -18.6% | 0.01% | +80.0% |
| Q1 2023 | $2,209,030 | +13.1% | 77,347 | +12.6% | 0.01% | +25.0% |
| Q4 2022 | $1,953,487 | +5.5% | 68,688 | -4.5% | 0.00% | -20.0% |
| Q3 2022 | $1,851,000 | +18.6% | 71,921 | +30.0% | 0.01% | +25.0% |
| Q2 2022 | $1,561,000 | -6.0% | 55,319 | +6.2% | 0.00% | 0.0% |
| Q1 2022 | $1,660,000 | +16.2% | 52,081 | +19.8% | 0.00% | +33.3% |
| Q4 2021 | $1,428,000 | +32.5% | 43,456 | +24.3% | 0.00% | 0.0% |
| Q3 2021 | $1,078,000 | +6.9% | 34,964 | +10.6% | 0.00% | 0.0% |
| Q2 2021 | $1,008,000 | +98.8% | 31,613 | +94.3% | 0.00% | +50.0% |
| Q1 2021 | $507,000 | +21.0% | 16,271 | +3.3% | 0.00% | +100.0% |
| Q4 2020 | $419,000 | +30.1% | 15,751 | +3.1% | 0.00% | 0.0% |
| Q3 2020 | $322,000 | +10.7% | 15,277 | +11.1% | 0.00% | 0.0% |
| Q2 2020 | $291,000 | -8.8% | 13,749 | +23.7% | 0.00% | 0.0% |
| Q4 2019 | $319,000 | -2.1% | 11,112 | -7.7% | 0.00% | -50.0% |
| Q2 2019 | $326,000 | -40.5% | 12,042 | -39.5% | 0.00% | -33.3% |
| Q1 2019 | $548,000 | +12.3% | 19,893 | +0.0% | 0.00% | 0.0% |
| Q4 2018 | $488,000 | -19.6% | 19,886 | -2.6% | 0.00% | 0.0% |
| Q3 2018 | $607,000 | – | 20,420 | – | 0.00% | – |
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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% |