Colonial Trust Co / SC - 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
Colonial Trust Co / SC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$152,702
-0.2%
5,3040.0%0.04%
+2.7%
Q2 2023$153,073
+2.8%
5,3040.0%0.04%
-2.6%
Q1 2023$148,936
-5.5%
5,304
-3.8%
0.04%
-11.6%
Q4 2022$157,5595,5110.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Live Your Vision, LLC 126,951$8,606,0004.75%
HENGEHOLD CAPITAL MANAGEMENT LLC 191,674$12,994,0004.52%
EnTrustPermal Management LLC 54,923$3,724,0003.80%
Advisors Preferred, LLC 79,820$5,410,0002.99%
Keystone Financial Planning, Inc. 39,677$2,690,0002.15%
SVA Wealth Management, LLC 39,585$2,683,0001.60%
Aspen Investment Management Inc 33,784$2,290,0001.53%
PALLADIUM PARTNERS LLC 235,713$15,979,0001.51%
New England Investment & Retirement Group, Inc. 34,194$2,318,0001.44%
Jacobus Wealth Management, Inc. 67,770$4,594,0001.33%
View complete list of WISDOMTREE TR shareholders