Sowell Financial Services LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 287 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$309,000
-11.0%
10,965
-9.0%
0.02%0.0%
Q2 2023$347,000
+95756.4%
12,047
-5.5%
0.02%
-17.4%
Q4 2022$362
-99.9%
12,745
+6.2%
0.02%
-25.8%
Q3 2022$309,000
-13.7%
12,004
+10.1%
0.03%
+47.6%
Q4 2021$358,000
-90.3%
10,902
-90.6%
0.02%
-91.4%
Q2 2021$3,681,000
+2.7%
115,440
+6.1%
0.24%
+95.2%
Q1 2021$3,585,000
+2595.5%
108,831
+2083.6%
0.12%
+1983.3%
Q4 2020$133,000
+92.8%
4,984
+53.0%
0.01%
+100.0%
Q3 2020$69,000
-40.0%
3,258
-39.9%
0.00%
-50.0%
Q2 2020$115,000
-14.2%
5,424
-26.8%
0.01%
-40.0%
Q1 2020$134,000
-39.6%
7,412
-4.4%
0.01%
-41.2%
Q4 2019$222,000
+2.8%
7,757
-1.6%
0.02%
-5.6%
Q3 2019$216,000
-50.0%
7,882
-49.7%
0.02%
-62.5%
Q1 2019$432,000
+4.3%
15,670
-7.2%
0.05%
-18.6%
Q4 2018$414,00016,8840.06%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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