WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,356,495 | -7.0% | 48,103 | -5.1% | 0.38% | -1.8% |
| Q2 2023 | $1,458,651 | -6.5% | 50,665 | -7.3% | 0.38% | -11.1% |
| Q1 2023 | $1,560,543 | -5.6% | 54,641 | -6.0% | 0.43% | -11.1% |
| Q4 2022 | $1,653,268 | +8.3% | 58,132 | -1.9% | 0.49% | -3.9% |
| Q3 2022 | $1,526,000 | -9.4% | 59,269 | -0.7% | 0.51% | -8.0% |
| Q2 2022 | $1,684,000 | -14.6% | 59,663 | -3.6% | 0.55% | -11.3% |
| Q1 2022 | $1,973,000 | -4.9% | 61,909 | -2.0% | 0.62% | -6.6% |
| Q4 2021 | $2,075,000 | +2.2% | 63,144 | -4.1% | 0.66% | -7.9% |
| Q3 2021 | $2,030,000 | -5.0% | 65,817 | -1.7% | 0.72% | -5.9% |
| Q2 2021 | $2,137,000 | -3.8% | 66,987 | -6.1% | 0.77% | -9.4% |
| Q1 2021 | $2,222,000 | +23.7% | 71,325 | +5.6% | 0.85% | +15.6% |
| Q4 2020 | $1,796,000 | +35.2% | 67,511 | +7.2% | 0.73% | +19.6% |
| Q3 2020 | $1,328,000 | +20.0% | 62,977 | +20.5% | 0.61% | +14.2% |
| Q2 2020 | $1,107,000 | +112.5% | 52,249 | +80.7% | 0.54% | +54.3% |
| Q1 2020 | $521,000 | – | 28,908 | – | 0.35% | – |
Download | ||||||
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% |