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 ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 336,435 | $9,265,000 | 6.92% |
| Seneca House Advisors | 148,064 | $4,078,000 | 3.54% |
| HC FINANCIAL ADVISORS INC | 115,686 | $3,186,000 | 3.34% |
| Starfire Investment Advisers, Inc. | 257,220 | $7,083,000 | 3.25% |
| CAPITAL WEALTH MANAGEMENT, LLC | 115,089 | $3,170,000 | 3.17% |
| Opus Capital Group, LLC | 375,338 | $10,336,000 | 2.76% |
| Salomon & Ludwin, LLC | 421,085 | $11,597,000 | 2.39% |
| Truvestments Capital LLC | 95,209 | $2,622,000 | 2.01% |
| Merriman Wealth Management, LLC | 367,078 | $10,109,000 | 1.92% |
| Keudell/Morrison Wealth Management | 73,370 | $2,021,000 | 1.78% |