Old North State Trust, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Old North State Trust, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$2
-100.0%
81
-47.7%
0.00%
-66.7%
Q3 2022$4,000
-73.3%
155
-67.0%
0.00%
-72.7%
Q4 2021$15,000
+7.1%
4690.0%0.01%
-8.3%
Q3 2021$14,000
-22.2%
469
-18.2%
0.01%
-14.3%
Q2 2021$18,000
-35.7%
573
-35.5%
0.01%
-36.4%
Q1 2021$28,000
+16.7%
8890.0%0.02%
+15.8%
Q4 2020$24,000
-48.9%
889
-59.8%
0.02%
-40.6%
Q3 2020$47,000
-31.9%
2,212
-42.1%
0.03%
-36.0%
Q1 2020$69,000
-37.3%
3,8190.0%0.05%
-15.3%
Q4 2019$110,000
+1.9%
3,819
-3.2%
0.06%
-19.2%
Q3 2019$108,000
-2.7%
3,947
-3.9%
0.07%
-8.8%
Q2 2019$111,000
-16.5%
4,109
-15.2%
0.08%
-14.0%
Q1 2019$133,000
-77.1%
4,844
-79.6%
0.09%
-84.3%
Q4 2018$581,000
-19.2%
23,707
-2.1%
0.59%
-12.5%
Q3 2018$719,00024,2230.68%
Other shareholders
WISDOMTREE TR shareholders Q1 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