WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $385,071 | -1.5% | 13,655 | +0.6% | 0.04% | 0.0% |
| Q2 2023 | $390,968 | +3.2% | 13,580 | +2.3% | 0.04% | -8.9% |
| Q1 2023 | $378,991 | +4.2% | 13,270 | +3.8% | 0.04% | 0.0% |
| Q4 2022 | $363,605 | +14.0% | 12,785 | +3.1% | 0.04% | +12.5% |
| Q3 2022 | $319,000 | -6.5% | 12,405 | +2.6% | 0.04% | -9.1% |
| Q2 2022 | $341,000 | -9.3% | 12,095 | +2.6% | 0.04% | +10.0% |
| Q1 2022 | $376,000 | +36.7% | 11,785 | +40.9% | 0.04% | +37.9% |
| Q4 2021 | $275,000 | +56.2% | 8,365 | +46.5% | 0.03% | +38.1% |
| Q3 2021 | $176,000 | +6.7% | 5,710 | +10.2% | 0.02% | +5.0% |
| Q2 2021 | $165,000 | +12.2% | 5,180 | +9.9% | 0.02% | +5.3% |
| Q1 2021 | $147,000 | +31.2% | 4,715 | +12.3% | 0.02% | +18.8% |
| Q4 2020 | $112,000 | +194.7% | 4,200 | +133.3% | 0.02% | +166.7% |
| Q3 2020 | $38,000 | +65.2% | 1,800 | +64.4% | 0.01% | +50.0% |
| Q2 2020 | $23,000 | – | 1,095 | – | 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% |