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 | $185,189 | -2.0% | 6,567 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $189,064 | -17.6% | 6,567 | -18.3% | 0.01% | -28.6% |
Q1 2023 | $229,565 | -6.9% | 8,038 | -7.3% | 0.01% | -6.7% |
Q4 2022 | $246,660 | +24.6% | 8,673 | +12.2% | 0.02% | +7.1% |
Q3 2022 | $198,000 | -38.1% | 7,729 | -31.2% | 0.01% | -12.5% |
Q2 2022 | $320,000 | -35.2% | 11,231 | -27.7% | 0.02% | -23.8% |
Q1 2022 | $494,000 | -16.0% | 15,528 | -13.3% | 0.02% | -4.5% |
Q4 2021 | $588,000 | +11.4% | 17,918 | +6.5% | 0.02% | +10.0% |
Q3 2021 | $528,000 | +158.8% | 16,831 | +162.1% | 0.02% | +150.0% |
Q2 2021 | $204,000 | 0.0% | 6,421 | +0.2% | 0.01% | +33.3% |
Q1 2021 | $204,000 | -23.9% | 6,410 | -25.1% | 0.01% | -45.5% |
Q4 2020 | $268,000 | +66.5% | 8,560 | +9.0% | 0.01% | +37.5% |
Q3 2020 | $161,000 | +8.8% | 7,854 | +7.2% | 0.01% | 0.0% |
Q2 2020 | $148,000 | +23.3% | 7,328 | +7.6% | 0.01% | 0.0% |
Q1 2020 | $120,000 | -72.3% | 6,810 | -55.1% | 0.01% | -65.2% |
Q4 2019 | $433,000 | +0.9% | 15,162 | -3.7% | 0.02% | -11.5% |
Q3 2019 | $429,000 | -6.3% | 15,739 | -7.0% | 0.03% | -7.1% |
Q2 2019 | $458,000 | -5.6% | 16,928 | -3.9% | 0.03% | -12.5% |
Q1 2019 | $485,000 | +8.5% | 17,622 | -3.8% | 0.03% | -3.0% |
Q4 2018 | $447,000 | -19.2% | 18,322 | -1.7% | 0.03% | -10.8% |
Q3 2018 | $553,000 | 0.0% | 18,642 | -0.2% | 0.04% | -14.0% |
Q2 2018 | $553,000 | +6.6% | 18,676 | -1.5% | 0.04% | -4.4% |
Q1 2018 | $519,000 | -6.5% | 18,960 | -0.8% | 0.04% | -10.0% |
Q4 2017 | $555,000 | +6.7% | 19,114 | +208.3% | 0.05% | -3.8% |
Q3 2017 | $520,000 | +3.8% | 6,199 | -0.6% | 0.05% | +2.0% |
Q2 2017 | $501,000 | +0.6% | 6,235 | +0.9% | 0.05% | -1.9% |
Q1 2017 | $498,000 | -7.4% | 6,178 | -5.1% | 0.05% | -26.8% |
Q4 2016 | $538,000 | +9.6% | 6,513 | -0.3% | 0.07% | +7.6% |
Q3 2016 | $491,000 | +6.3% | 6,535 | +1.6% | 0.07% | -1.5% |
Q2 2016 | $462,000 | +11.6% | 6,430 | +6.7% | 0.07% | +6.3% |
Q1 2016 | $414,000 | – | 6,024 | – | 0.06% | – |
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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% |