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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,574 | -2.0% | 8,531 | 0.0% | 0.11% | -8.3% |
| Q2 2023 | $245,607 | -12.4% | 8,531 | -13.1% | 0.12% | -20.0% |
| Q1 2023 | $280,431 | +15.0% | 9,819 | +14.6% | 0.15% | +7.1% |
| Q4 2022 | $243,759 | +5.5% | 8,571 | -4.4% | 0.14% | -2.1% |
| Q3 2022 | $231,000 | -11.2% | 8,970 | -2.8% | 0.14% | -5.9% |
| Q2 2022 | $260,000 | -9.4% | 9,230 | 0.0% | 0.15% | +7.8% |
| Q1 2022 | $287,000 | -5.3% | 9,230 | 0.0% | 0.14% | +10.2% |
| Q4 2021 | $303,000 | +11.8% | 9,230 | +4.9% | 0.13% | -0.8% |
| Q3 2021 | $271,000 | +4.2% | 8,795 | -3.0% | 0.13% | -31.7% |
| Q4 2019 | $260,000 | +4.8% | 9,065 | 0.0% | 0.19% | +3.8% |
| Q3 2019 | $248,000 | +1.2% | 9,065 | +0.3% | 0.18% | -19.8% |
| Q2 2019 | $245,000 | – | 9,040 | – | 0.23% | – |
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% |