WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $324,156 | +0.4% | 11,350 | 0.0% | 0.22% | -4.4% |
| Q4 2022 | $322,794 | -3.1% | 11,350 | -12.2% | 0.23% | -3.0% |
| Q3 2022 | $333,000 | -6.7% | 12,930 | +2.3% | 0.23% | -0.4% |
| Q2 2022 | $357,000 | -12.1% | 12,640 | -0.8% | 0.24% | +5.9% |
| Q1 2022 | $406,000 | -3.8% | 12,740 | -0.8% | 0.22% | -1.3% |
| Q4 2021 | $422,000 | +6.6% | 12,840 | 0.0% | 0.22% | -0.9% |
| Q3 2021 | $396,000 | +36.6% | 12,840 | -6.6% | 0.23% | -6.2% |
| Q3 2020 | $290,000 | -11.0% | 13,750 | -10.6% | 0.24% | -17.7% |
| Q2 2020 | $326,000 | +14.8% | 15,380 | -2.3% | 0.29% | -9.8% |
| Q1 2020 | $284,000 | -28.1% | 15,750 | +14.5% | 0.33% | -6.3% |
| Q4 2019 | $395,000 | +6.2% | 13,760 | +1.3% | 0.35% | -0.9% |
| Q3 2019 | $372,000 | +10.1% | 13,580 | +9.0% | 0.35% | +8.7% |
| Q2 2019 | $338,000 | +7.3% | 12,460 | +18.0% | 0.32% | -0.3% |
| Q2 2018 | $315,000 | +9.0% | 10,560 | 0.0% | 0.32% | -15.2% |
| Q1 2018 | $289,000 | – | 10,560 | – | 0.38% | – |
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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% |