Round Rock Advisors, 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
Round Rock Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$936,494
-2.0%
33,2090.0%0.36%
+2.9%
Q2 2023$956,087
-1.2%
33,209
-2.0%
0.34%
-7.0%
Q1 2023$967,727
-0.3%
33,884
-0.7%
0.37%
-6.8%
Q4 2022$970,885
+17.5%
34,138
+6.4%
0.40%
+6.4%
Q3 2022$826,000
-9.0%
32,093
-0.2%
0.37%
-8.6%
Q2 2022$908,000
-11.4%
32,1660.0%0.41%
-1.7%
Q1 2022$1,025,000
-1.2%
32,166
+1.9%
0.42%
-9.6%
Q4 2021$1,037,00031,5660.46%
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