Orion Portfolio Solutions, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,834,817
-47.6%
100,526
-46.5%
0.03%
-41.4%
Q2 2023$5,406,841
+87.5%
187,803
+86.0%
0.06%
+61.1%
Q1 2023$2,884,366
+568.5%
100,993
+565.7%
0.04%
+140.0%
Q4 2022$431,448
+93.5%
15,170
+75.1%
0.02%
+66.7%
Q3 2022$223,000
-9.0%
8,6650.0%0.01%
-10.0%
Q2 2022$245,0000.0%8,665
+12.6%
0.01%
+11.1%
Q1 2022$245,000
+13.4%
7,697
+13.8%
0.01%
+12.5%
Q2 2021$216,000
-8.1%
6,764
-10.4%
0.01%
-20.0%
Q1 2021$235,000
-26.1%
7,546
-36.9%
0.01%
-33.3%
Q4 2020$318,000
+21.4%
11,956
-3.9%
0.02%
+7.1%
Q3 2020$262,000
+34.4%
12,435
+34.9%
0.01%
+27.3%
Q2 2020$195,000
+77.3%
9,221
+50.5%
0.01%
+37.5%
Q1 2020$110,000
-44.7%
6,128
-11.5%
0.01%
-50.0%
Q4 2019$199,0006,9280.02%
Other shareholders
WISDOMTREE TR shareholders Q1 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