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 | $335 | -2.0% | 11,872 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $342 | -13.4% | 11,872 | -14.4% | 0.03% | -34.6% |
| Q4 2022 | $395 | -99.9% | 13,872 | -6.7% | 0.05% | +8.3% |
| Q3 2022 | $383,000 | -8.8% | 14,872 | 0.0% | 0.05% | -4.0% |
| Q2 2022 | $420,000 | +21.4% | 14,872 | +36.8% | 0.05% | +51.5% |
| Q1 2022 | $346,000 | +35.7% | 10,872 | +39.9% | 0.03% | +37.5% |
| Q4 2021 | $255,000 | +4.9% | 7,772 | -1.3% | 0.02% | -27.3% |
| Q3 2021 | $243,000 | -3.2% | 7,872 | 0.0% | 0.03% | +26.9% |
| Q2 2021 | $251,000 | +7.3% | 7,872 | +4.7% | 0.03% | +8.3% |
| Q1 2021 | $234,000 | – | 7,522 | – | 0.02% | – |
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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% |