Avantax Planning Partners, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 244 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$269,000
+2.3%
8,4350.0%0.01%
-7.1%
Q1 2021$263,000
+73.0%
8,435
+65.3%
0.01%
+16.7%
Q3 2018$152,000
-5.0%
5,102
-12.6%
0.01%
-14.3%
Q1 2018$160,000
-73.5%
5,835
-71.9%
0.01%
-74.5%
Q4 2017$603,000
+10.2%
20,773
+219.3%
0.06%
+27.9%
Q3 2017$547,000
+7.3%
6,506
+2.6%
0.04%0.0%
Q2 2017$510,000
+11.8%
6,340
+12.2%
0.04%
+4.9%
Q1 2017$456,000
-2.4%
5,652
+0.1%
0.04%
-18.0%
Q4 2016$467,0005,6440.05%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
NameSharesValueWeighting ↓
Del-Sette Capital Management, LLC 268,244$6,905,0008.16%
EisnerAmper Wealth Management Corporate Benefits, LLC 430,557$11,083,0006.32%
VAUGHAN & Co SECURITIES, INC. 266,144$6,851,0005.91%
Melone Private Wealth, LLC 121,871$3,275,0002.86%
HC Advisors, LLC 143,749$3,700,0002.55%
Key FInancial Inc 136,580$3,516,0001.65%
BCS Wealth Management 111,502$2,870,0001.35%
WEST BANCORPORATION INC 64,802$1,668,0001.24%
DB Wealth Management Group, LLC 63,579$1,637,0001.17%
Private Portfolio Partners LLC 158,792$4,087,3131.16%
View complete list of WISDOMTREE TR shareholders