Charter Oak Capital Management, 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
Charter Oak Capital Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$59,000
-10.6%
2,083
+0.0%
0.01%0.0%
Q1 2022$66,000
-2.9%
2,082
+0.0%
0.01%0.0%
Q4 2021$68,000
+65.9%
2,081
+56.8%
0.01%
+60.0%
Q3 2021$41,000
-4.7%
1,327
-0.7%
0.01%
-16.7%
Q2 2021$43,000
+2.4%
1,337
-0.8%
0.01%0.0%
Q1 2021$42,000
+5.0%
1,348
-10.4%
0.01%0.0%
Q4 2020$40,0001,5040.01%
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