Berger Financial Group, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Berger Financial Group, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$227,377
-2.0%
8,0630.0%0.03%0.0%
Q2 2023$232,134
+0.8%
8,0630.0%0.03%
-7.1%
Q1 2023$230,280
-3.9%
8,063
-4.3%
0.03%
-12.5%
Q4 2022$239,607
+10.4%
8,4250.0%0.03%0.0%
Q3 2022$217,000
-16.5%
8,425
-8.7%
0.03%
-15.8%
Q2 2022$260,000
-15.3%
9,226
-4.3%
0.04%
-2.6%
Q1 2022$307,000
-3.2%
9,6440.0%0.04%
-7.1%
Q4 2021$317,000
+6.7%
9,6440.0%0.04%
-22.2%
Q3 2021$297,000
+4.2%
9,644
+7.9%
0.05%
+3.8%
Q2 2021$285,000
-4.7%
8,939
-6.8%
0.05%
-20.0%
Q1 2021$299,000
-85.3%
9,594
-87.5%
0.06%
-81.7%
Q4 2020$2,039,00076,6640.36%
Other shareholders
WISDOMTREE TR shareholders Q2 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