Great Diamond Partners, LLC - 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
Great Diamond Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$854,00027,4250.26%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 103,182$8,670,0007.46%
Cranberry Lake Advisors LLC 113,755$9,559,0006.05%
Starfire Investment Advisers, Inc. 110,768$9,307,0005.64%
TMD & ASSOCIATES, INC 51,393$4,319,0004.00%
Opus Capital Group, LLC 132,423$11,128,0002.53%
Jacobus Wealth Management, Inc. 107,348$9,020,0002.36%
Private Vista, LLC 110,397$9,277,0002.03%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 31,896$2,680,0001.89%
INSPIRION WEALTH ADVISORS, LLC 40,560$3,408,0001.73%
PALLADIUM PARTNERS LLC 267,441$22,474,0001.71%
View complete list of WISDOMTREE TR shareholders