WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 288 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,654,149 | -2.5% | 94,118 | -0.5% | 0.01% | -9.1% |
| Q2 2023 | $2,722,497 | +113195.8% | 94,563 | +12.4% | 0.01% | +10.0% |
| Q1 2023 | $2,403 | +0.6% | 84,165 | +0.2% | 0.01% | -16.7% |
| Q4 2022 | $2,389 | -99.9% | 84,031 | -12.7% | 0.01% | -7.7% |
| Q3 2022 | $2,477,000 | +0.8% | 96,256 | +10.5% | 0.01% | 0.0% |
| Q2 2022 | $2,457,000 | -10.2% | 87,071 | +1.4% | 0.01% | 0.0% |
| Q1 2022 | $2,736,000 | +12.7% | 85,867 | +16.2% | 0.01% | +18.2% |
| Q4 2021 | $2,428,000 | +21.8% | 73,905 | +14.3% | 0.01% | +10.0% |
| Q3 2021 | $1,993,000 | +50.9% | 64,647 | +56.0% | 0.01% | +42.9% |
| Q2 2021 | $1,321,000 | +165.3% | 41,450 | +159.2% | 0.01% | +133.3% |
| Q1 2021 | $498,000 | +18.0% | 15,991 | +0.7% | 0.00% | 0.0% |
| Q4 2020 | $422,000 | +12.2% | 15,877 | -11.2% | 0.00% | -25.0% |
| Q3 2020 | $376,000 | +14.3% | 17,871 | +15.0% | 0.00% | +33.3% |
| Q2 2020 | $329,000 | +75.0% | 15,546 | +49.4% | 0.00% | +50.0% |
| Q1 2020 | $188,000 | – | 10,407 | – | 0.00% | – |
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% |