Lake Point Wealth Management - 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
Lake Point Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$090.0%0.00%
Q1 2022$090.0%0.00%
Q4 2021$090.0%0.00%
Q3 2021$090.0%0.00%
Q2 2021$090.0%0.00%
Q1 2020$090.0%0.00%
Q4 2019$0
-100.0%
9
-96.3%
0.00%
-100.0%
Q2 2019$7,0000.0%2440.0%0.00%0.0%
Q1 2019$7,000
-97.7%
244
-98.0%
0.00%
-98.2%
Q4 2018$304,00012,3850.11%
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