WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $543,188 | -2.3% | 19,262 | -0.2% | 0.12% | 0.0% |
| Q2 2023 | $555,705 | +1.4% | 19,302 | +0.6% | 0.12% | -3.9% |
| Q1 2023 | $547,781 | +2.7% | 19,180 | +2.5% | 0.13% | -31.0% |
| Q4 2022 | $533,133 | +9.5% | 18,713 | -1.0% | 0.19% | -2.1% |
| Q3 2022 | $487,000 | -7.1% | 18,908 | +8.1% | 0.19% | +7.3% |
| Q2 2022 | $524,000 | -6.9% | 17,498 | -1.0% | 0.18% | +5.3% |
| Q1 2022 | $563,000 | +11.7% | 17,680 | +15.2% | 0.17% | +13.4% |
| Q4 2021 | $504,000 | +0.4% | 15,353 | +0.7% | 0.15% | -0.7% |
| Q3 2021 | $502,000 | +15.1% | 15,239 | +9.3% | 0.15% | +9.5% |
| Q2 2021 | $436,000 | +37.1% | 13,948 | +39.7% | 0.14% | +35.6% |
| Q1 2021 | $318,000 | +16.5% | 9,984 | -2.6% | 0.10% | -1.9% |
| Q4 2020 | $273,000 | – | 10,250 | – | 0.10% | – |
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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% |