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 | $936,494 | -2.0% | 33,209 | 0.0% | 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% | 32,166 | 0.0% | 0.41% | -1.7% |
| Q1 2022 | $1,025,000 | -1.2% | 32,166 | +1.9% | 0.42% | -9.6% |
| Q4 2021 | $1,037,000 | – | 31,566 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 103,182 | $8,670,000 | 7.46% |
| Cranberry Lake Advisors LLC | 113,755 | $9,559,000 | 6.05% |
| Starfire Investment Advisers, Inc. | 110,768 | $9,307,000 | 5.64% |
| TMD & ASSOCIATES, INC | 51,393 | $4,319,000 | 4.00% |
| Opus Capital Group, LLC | 132,423 | $11,128,000 | 2.53% |
| Jacobus Wealth Management, Inc. | 107,348 | $9,020,000 | 2.36% |
| Private Vista, LLC | 110,397 | $9,277,000 | 2.03% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 31,896 | $2,680,000 | 1.89% |
| INSPIRION WEALTH ADVISORS, LLC | 40,560 | $3,408,000 | 1.73% |
| PALLADIUM PARTNERS LLC | 267,441 | $22,474,000 | 1.71% |