WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,594,149 | -4.8% | 56,530 | -2.0% | 0.36% | -2.4% |
| Q2 2023 | $1,674,319 | +1.7% | 57,695 | +0.1% | 0.37% | -3.9% |
| Q1 2023 | $1,645,552 | -6.2% | 57,617 | +0.2% | 0.38% | -7.0% |
| Q4 2022 | $1,753,939 | +20.2% | 57,487 | +1.4% | 0.41% | +2.5% |
| Q3 2022 | $1,459,000 | -7.8% | 56,697 | +2.4% | 0.40% | -0.5% |
| Q2 2022 | $1,582,000 | -10.2% | 55,361 | +0.2% | 0.40% | +5.2% |
| Q1 2022 | $1,761,000 | +2.6% | 55,271 | +0.6% | 0.38% | -0.3% |
| Q4 2021 | $1,717,000 | -0.4% | 54,929 | +1.4% | 0.38% | +1.3% |
| Q3 2021 | $1,724,000 | +1.2% | 54,149 | +1.4% | 0.38% | -2.6% |
| Q2 2021 | $1,704,000 | -1.6% | 53,385 | +0.7% | 0.39% | -9.1% |
| Q1 2021 | $1,732,000 | +14.7% | 52,993 | -0.9% | 0.43% | -1.6% |
| Q4 2020 | $1,510,000 | +26.1% | 53,467 | +0.9% | 0.44% | -2.9% |
| Q3 2020 | $1,197,000 | +202.3% | 52,974 | +128.1% | 0.45% | +118.0% |
| Q1 2020 | $396,000 | +36.1% | 23,222 | +127.7% | 0.21% | +77.6% |
| Q4 2019 | $291,000 | – | 10,197 | – | 0.12% | – |
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% |