Colonial Trust Co / SC - WISDOMTREE TR ownership

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
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 2023
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 103,182$8,670,0007.46%
Cranberry Lake Advisors LLC 113,755$9,559,0006.05%
Starfire Investment Advisers, Inc. 110,768$9,307,0005.64%
TMD & ASSOCIATES, INC 51,393$4,319,0004.00%
Opus Capital Group, LLC 132,423$11,128,0002.53%
Jacobus Wealth Management, Inc. 107,348$9,020,0002.36%
Private Vista, LLC 110,397$9,277,0002.03%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 31,896$2,680,0001.89%
INSPIRION WEALTH ADVISORS, LLC 40,560$3,408,0001.73%
PALLADIUM PARTNERS LLC 267,441$22,474,0001.71%
View complete list of WISDOMTREE TR shareholders