WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,104,002 | +3.6% | 74,610 | +5.7% | 0.85% | +8.4% |
| Q2 2023 | $2,031,624 | +1.3% | 70,567 | +0.5% | 0.78% | -1.5% |
| Q1 2023 | $2,005,626 | +5.6% | 70,225 | +5.2% | 0.79% | +1.5% |
| Q4 2022 | $1,898,967 | +15.0% | 66,771 | +4.1% | 0.78% | +8.8% |
| Q3 2022 | $1,651,118 | -6.3% | 64,146 | +2.7% | 0.72% | -1.2% |
| Q2 2022 | $1,762,424 | -10.5% | 62,453 | +1.1% | 0.73% | 0.0% |
| Q1 2022 | $1,969,279 | +9.4% | 61,791 | +12.8% | 0.73% | +10.8% |
| Q4 2021 | $1,800,432 | – | 54,791 | – | 0.66% | – |
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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% |