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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $403,000 | -0.2% | 5,005 | 0.0% | 0.10% | -4.7% |
| Q1 2017 | $404,000 | -2.4% | 5,005 | 0.0% | 0.11% | -3.6% |
| Q4 2016 | $414,000 | +10.1% | 5,005 | 0.0% | 0.11% | +0.9% |
| Q3 2016 | $376,000 | +3.3% | 5,005 | -1.6% | 0.11% | +0.9% |
| Q2 2016 | $364,000 | +8.7% | 5,085 | +4.3% | 0.11% | +10.1% |
| Q1 2016 | $335,000 | -48.5% | 4,875 | -51.3% | 0.10% | -50.5% |
| Q4 2015 | $651,000 | +3.2% | 10,020 | 0.0% | 0.20% | -7.0% |
| Q3 2015 | $631,000 | -12.4% | 10,020 | -2.0% | 0.22% | +3.4% |
| Q2 2015 | $720,000 | +15.6% | 10,220 | +18.2% | 0.21% | +10.1% |
| Q1 2015 | $623,000 | +1.6% | 8,645 | 0.0% | 0.19% | +2.7% |
| Q4 2014 | $613,000 | +9.3% | 8,645 | 0.0% | 0.18% | -2.1% |
| Q3 2014 | $561,000 | -7.3% | 8,645 | 0.0% | 0.19% | -8.7% |
| Q2 2014 | $605,000 | +0.5% | 8,645 | -2.0% | 0.21% | -5.9% |
| Q1 2014 | $602,000 | +0.7% | 8,820 | 0.0% | 0.22% | -5.6% |
| Q4 2013 | $598,000 | +8.3% | 8,820 | 0.0% | 0.23% | -28.8% |
| Q3 2013 | $552,000 | +40.8% | 8,820 | +31.2% | 0.33% | +34.7% |
| Q2 2013 | $392,000 | – | 6,720 | – | 0.24% | – |
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% |