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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,298,360 | -5.3% | 46,041 | -3.3% | 0.88% | -3.0% |
| Q2 2023 | $1,370,341 | +5.3% | 47,598 | +4.5% | 0.91% | -0.1% |
| Q1 2023 | $1,301,310 | +7.0% | 45,564 | +6.5% | 0.91% | +1.6% |
| Q4 2022 | $1,216,351 | +12.5% | 42,769 | +1.9% | 0.90% | +3.9% |
| Q3 2022 | $1,081,000 | -7.0% | 41,986 | +2.0% | 0.86% | -3.6% |
| Q2 2022 | $1,162,000 | -6.5% | 41,165 | +5.5% | 0.89% | +3.4% |
| Q1 2022 | $1,243,000 | -1.2% | 39,010 | +1.9% | 0.86% | -2.5% |
| Q4 2021 | $1,258,000 | – | 38,295 | – | 0.89% | – |
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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% |