Bickling Financial Services, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 292 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 1.66 and the average weighting 0.2%.

Quarter-by-quarter ownership
Bickling Financial Services, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$519,764
+9.9%
18,276
-0.4%
0.32%
+1.6%
Q3 2022$473,000
-7.8%
18,346
+0.9%
0.32%
-1.8%
Q2 2022$513,000
-15.1%
18,188
-4.0%
0.32%
+4.8%
Q1 2022$604,000
-3.2%
18,942
-0.2%
0.31%
+2.3%
Q4 2021$624,000
+6.7%
18,978
-0.0%
0.30%
+2.0%
Q3 2021$585,000
-3.8%
18,980
-0.4%
0.30%
+8.0%
Q2 2021$608,000
+30.5%
19,050
+27.3%
0.28%
+17.0%
Q1 2021$466,000
+17.1%
14,9590.0%0.24%
-4.1%
Q4 2020$398,00014,9590.24%
Other shareholders
WISDOMTREE TR shareholders Q4 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