IHT Wealth Management, 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
IHT Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$8,369,820
+453.8%
296,803
+465.4%
0.42%
+436.7%
Q2 2023$1,511,397
-13.6%
52,497
-14.3%
0.08%
-21.0%
Q1 2023$1,749,188
+0.8%
61,246
+0.4%
0.10%
-8.3%
Q4 2022$1,734,557
+12.5%
60,990
+1.8%
0.11%
-6.8%
Q3 2022$1,542,000
-10.3%
59,894
-1.7%
0.12%
-23.0%
Q2 2022$1,720,000
-4.6%
60,933
+7.7%
0.15%
+10.9%
Q1 2022$1,803,000
+19.4%
56,564
+23.1%
0.14%
+23.4%
Q4 2021$1,510,000
+6.1%
45,955
-0.4%
0.11%
-4.3%
Q3 2021$1,423,000
-9.4%
46,157
-6.3%
0.12%
+16.0%
Q2 2021$1,571,000
-1.6%
49,269
-3.8%
0.10%
-13.0%
Q1 2021$1,596,000
+11.7%
51,232
-4.7%
0.12%
-3.4%
Q4 2020$1,429,000
+29.6%
53,738
+2.7%
0.12%
+7.2%
Q3 2020$1,103,000
+10.2%
52,345
+10.8%
0.11%
-19.0%
Q2 2020$1,001,000
+42.0%
47,243
+20.7%
0.14%
+34.3%
Q1 2020$705,000
-63.5%
39,135
-42.0%
0.10%
-55.5%
Q4 2019$1,934,000
+18.9%
67,439
+13.4%
0.23%
+3.6%
Q3 2019$1,627,000
+9.1%
59,452
+8.1%
0.22%
+2.3%
Q2 2019$1,491,000
+2661.1%
55,006
+2616.3%
0.22%
+1442.9%
Q1 2018$54,000
-1.8%
2,025
+6.6%
0.01%
-6.7%
Q4 2017$55,000
+323.1%
1,900
+1166.7%
0.02%
+150.0%
Q3 2017$13,000
-69.8%
1500.0%0.01%
-71.4%
Q2 2017$43,0001500.02%
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