Waterfront Wealth Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 281 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Waterfront Wealth Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,115,737
-8.9%
41,433
+2.6%
0.36%
+0.3%
Q2 2023$1,224,251
+6.4%
40,391
+0.3%
0.36%
-3.2%
Q1 2023$1,150,340
-6.8%
40,2780.0%0.38%
-11.3%
Q4 2022$1,234,118
+3.5%
40,278
-2.5%
0.42%
-6.6%
Q3 2022$1,192,000
+4.7%
41,323
+2.4%
0.45%
-1.3%
Q2 2022$1,138,000
-7.4%
40,342
+2.2%
0.46%
+5.7%
Q1 2022$1,229,000
-9.5%
39,484
-4.4%
0.44%
-19.1%
Q4 2021$1,358,000
+9.4%
41,314
+2.6%
0.54%
-10.3%
Q3 2021$1,241,000
+2.4%
40,269
+5.9%
0.60%
+4.7%
Q2 2021$1,212,000
+16.3%
38,014
+14.8%
0.57%
+9.4%
Q1 2021$1,042,000
+36.2%
33,114
+15.2%
0.52%
-3.3%
Q4 2020$765,00028,7550.54%
Other shareholders
WISDOMTREE TR shareholders Q3 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