Perigon Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$647,900
+102.3%
22,504
+100.7%
0.01%
-27.8%
Q1 2023$320,223
+0.7%
11,212
+0.2%
0.02%
+80.0%
Q4 2022$318,131
+39.5%
11,186
+26.5%
0.01%
-50.0%
Q3 2022$228,000
-8.1%
8,844
+0.5%
0.02%
-4.8%
Q2 2022$248,000
-12.4%
8,802
-0.7%
0.02%
+5.0%
Q1 2022$283,000
-2.7%
8,868
-0.0%
0.02%
-4.8%
Q4 2021$291,000
+230.7%
8,869
+167.1%
0.02%
+110.0%
Q4 2020$88,000
+95.6%
3,321
+102.0%
0.01%
-41.2%
Q1 2018$45,000
-6.2%
1,6440.0%0.02%
-5.6%
Q4 2017$48,000
+4.3%
1,644
+200.0%
0.02%
+20.0%
Q3 2017$46,000
+4.5%
5480.0%0.02%
+50.0%
Q2 2017$44,0000.0%5480.0%0.01%
+11.1%
Q1 2017$44,000
-2.2%
5480.0%0.01%
-10.0%
Q4 2016$45,000
+9.8%
5480.0%0.01%
-9.1%
Q3 2016$41,000
+5.1%
5480.0%0.01%
+10.0%
Q2 2016$39,000
-82.9%
548
-93.8%
0.01%
-50.0%
Q3 2011$228,0008,8440.02%
Other shareholders
WISDOMTREE TR shareholders Q4 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