WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $971,411 | -1.2% | 34,013 | -1.6% | 0.28% | -7.3% |
| Q4 2022 | $983,484 | +10.0% | 34,581 | -0.5% | 0.30% | -1.0% |
| Q3 2022 | $894,000 | -10.2% | 34,762 | -1.6% | 0.31% | -7.6% |
| Q2 2022 | $996,000 | -11.5% | 35,315 | -0.0% | 0.33% | +5.8% |
| Q1 2022 | $1,125,000 | -4.4% | 35,326 | -1.4% | 0.31% | +3.3% |
| Q4 2021 | $1,177,000 | +12.1% | 35,826 | +5.1% | 0.30% | +5.2% |
| Q3 2021 | $1,050,000 | -1.9% | 34,084 | +1.5% | 0.29% | -5.0% |
| Q2 2021 | $1,070,000 | +25.3% | 33,570 | +22.4% | 0.30% | +15.2% |
| Q1 2021 | $854,000 | – | 27,425 | – | 0.26% | – |
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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% |