WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,410,400 | -9.5% | 85,477 | -7.6% | 0.01% | +20.0% |
| Q2 2023 | $2,662,531 | +2.0% | 92,479 | -3.7% | 0.01% | +66.7% |
| Q1 2023 | $2,610,618 | -7.2% | 96,017 | -2.9% | 0.01% | -66.7% |
| Q4 2022 | $2,812,254 | +13.9% | 98,881 | +3.1% | 0.02% | -40.0% |
| Q3 2022 | $2,469,000 | -19.0% | 95,944 | -11.2% | 0.03% | -11.8% |
| Q2 2022 | $3,049,000 | – | 108,015 | – | 0.03% | – |
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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% |