Private Ocean, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 253 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$45,853
-2.1%
1,6260.0%0.01%0.0%
Q2 2023$46,813
+0.8%
1,6260.0%0.01%0.0%
Q1 2023$46,439
+0.4%
1,6260.0%0.01%0.0%
Q4 2022$46,244
+12.8%
1,6260.0%0.01%0.0%
Q3 2022$41,000
-8.9%
1,6260.0%0.01%
-14.3%
Q2 2022$45,000
-13.5%
1,6260.0%0.01%
+16.7%
Q1 2022$52,000
-1.9%
1,6260.0%0.01%0.0%
Q4 2021$53,000
+6.0%
1,6260.0%0.01%0.0%
Q3 2021$50,000
-3.8%
1,6260.0%0.01%
-14.3%
Q2 2021$52,000
+2.0%
1,6260.0%0.01%
-22.2%
Q1 2021$51,000
+18.6%
1,6260.0%0.01%0.0%
Q4 2020$43,000
+26.5%
1,6260.0%0.01%
+12.5%
Q3 2020$34,000
-64.2%
1,626
-69.2%
0.01%
-69.2%
Q1 2020$95,000
-26.9%
5,276
+16.6%
0.03%
-18.8%
Q4 2019$130,000
+4.8%
4,5260.0%0.03%
+3.2%
Q3 2019$124,000
+1.6%
4,5260.0%0.03%
-6.1%
Q2 2019$122,000
-2.4%
4,5260.0%0.03%
-2.9%
Q1 2019$125,0004,5260.03%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
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