O'SHAUGHNESSY ASSET MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
O'SHAUGHNESSY ASSET MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$206,875
+0.6%
7,336
+2.7%
0.00%0.0%
Q2 2023$205,561
+13.6%
7,140
+12.7%
0.00%0.0%
Q1 2023$180,899
+21.8%
6,334
+21.3%
0.00%
+50.0%
Q4 2022$148,542
+6.9%
5,223
-3.2%
0.00%
-33.3%
Q3 2022$139,000
-0.7%
5,394
+8.8%
0.00%0.0%
Q2 2022$140,000
+70.7%
4,956
+91.6%
0.00%
+200.0%
Q1 2022$82,000
+49.1%
2,587
+54.8%
0.00%0.0%
Q4 2021$55,000
+5.8%
1,6710.0%0.00%0.0%
Q3 2021$52,000
-1.9%
1,6710.0%0.00%0.0%
Q2 2021$53,000
+1.9%
1,6710.0%0.00%0.0%
Q1 2021$52,000
+18.2%
1,6710.0%0.00%0.0%
Q4 2020$44,0001,671
+41675.0%
0.00%
Q1 2020$0
-100.0%
4
-99.5%
0.00%
-100.0%
Q4 2019$25,0008880.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
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