RPG Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 292 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 1.66 and the average weighting 0.2%.

Quarter-by-quarter ownership
RPG Investment Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$2,693,000
-9.2%
104,639
-0.5%
0.58%
-3.3%
Q2 2022$2,967,000
-12.1%
105,134
-0.7%
0.60%
+9.1%
Q1 2022$3,374,000
-2.9%
105,877
+0.1%
0.55%
+2.2%
Q4 2021$3,476,000
+7.2%
105,777
+0.5%
0.54%
+0.9%
Q3 2021$3,243,000
-4.6%
105,205
-1.3%
0.53%
-3.6%
Q2 2021$3,398,000
+2.4%
106,562
+0.1%
0.55%
-6.7%
Q1 2021$3,317,000
-15.7%
106,474
-28.0%
0.59%
-25.0%
Q4 2020$3,935,000
+25.6%
147,925
-0.5%
0.79%
+3.3%
Q3 2020$3,134,000
-0.9%
148,655
-0.5%
0.77%
-8.4%
Q2 2020$3,164,000
+14.8%
149,405
-2.4%
0.84%
+7.2%
Q1 2020$2,757,000
-37.5%
153,013
-0.5%
0.78%
-22.7%
Q4 2019$4,409,000
+4.2%
153,743
-0.5%
1.01%
+0.6%
Q3 2019$4,230,000
+1.3%
154,543
+0.3%
1.00%
+2.1%
Q2 2019$4,177,000
+0.2%
154,074
+1.8%
0.98%
+0.8%
Q1 2019$4,167,000
+9.6%
151,309
-2.4%
0.98%
+2.7%
Q4 2018$3,802,000
-17.9%
154,984
-0.5%
0.95%
-2.3%
Q3 2018$4,629,000
-2.1%
155,813
-2.2%
0.97%
-8.6%
Q2 2018$4,726,000
-0.9%
159,398
-8.4%
1.06%
-2.6%
Q1 2018$4,768,000
-7.0%
174,002
-1.4%
1.09%
-12.5%
Q4 2017$5,128,000
+2.7%
176,532
+197.2%
1.25%
-2.1%
Q3 2017$4,992,000
+3.4%
59,404
-1.0%
1.27%
-3.7%
Q2 2017$4,827,000
-1.6%
59,983
-1.5%
1.32%
-7.9%
Q1 2017$4,907,000
-3.3%
60,879
-0.8%
1.44%
-16.2%
Q4 2016$5,074,000
+5.0%
61,350
-4.6%
1.71%
+13.6%
Q3 2016$4,834,000
-3.3%
64,280
-7.9%
1.51%
+12.7%
Q2 2016$4,999,000
+26.6%
69,814
+21.5%
1.34%
-12.3%
Q1 2016$3,950,000
+5.9%
57,483
+0.0%
1.53%
+9.5%
Q4 2015$3,731,00057,4681.40%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
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