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 | 336,435 | $9,265,000 | 6.92% |
| Seneca House Advisors | 148,064 | $4,078,000 | 3.54% |
| HC FINANCIAL ADVISORS INC | 115,686 | $3,186,000 | 3.34% |
| Starfire Investment Advisers, Inc. | 257,220 | $7,083,000 | 3.25% |
| CAPITAL WEALTH MANAGEMENT, LLC | 115,089 | $3,170,000 | 3.17% |
| Opus Capital Group, LLC | 375,338 | $10,336,000 | 2.76% |
| Salomon & Ludwin, LLC | 421,085 | $11,597,000 | 2.39% |
| Truvestments Capital LLC | 95,209 | $2,622,000 | 2.01% |
| Merriman Wealth Management, LLC | 367,078 | $10,109,000 | 1.92% |
| Keudell/Morrison Wealth Management | 73,370 | $2,021,000 | 1.78% |