EVERMAY WEALTH MANAGEMENT LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$73,038
-2.1%
2,5900.0%0.02%
+7.1%
Q2 2023$74,567
-36.2%
2,590
-36.7%
0.01%
-41.7%
Q1 2023$116,811
+0.4%
4,0900.0%0.02%0.0%
Q4 2022$116,320
+10.8%
4,090
+0.1%
0.02%
+14.3%
Q3 2022$105,000
-8.7%
4,0850.0%0.02%
-4.5%
Q2 2022$115,000
-11.5%
4,0850.0%0.02%0.0%
Q1 2022$130,000
-15.0%
4,085
-12.2%
0.02%
-18.5%
Q4 2021$153,000
+7.0%
4,6500.0%0.03%
-3.6%
Q3 2021$143,000
-3.4%
4,6500.0%0.03%
+3.7%
Q2 2021$148,000
-32.4%
4,650
-37.0%
0.03%
-60.3%
Q3 2018$219,000
-18.3%
7,380
-18.3%
0.07%
-23.6%
Q2 2018$268,000
-1.5%
9,030
-9.0%
0.09%
-5.3%
Q1 2018$272,000
-10.2%
9,920
-5.0%
0.09%
-15.3%
Q4 2017$303,000
-1.9%
10,440
+183.7%
0.11%
-17.2%
Q3 2017$309,000
+1.0%
3,680
-3.2%
0.13%
-1.5%
Q2 2017$306,0000.0%3,8000.0%0.14%
-0.7%
Q1 2017$306,000
-2.5%
3,8000.0%0.14%
-11.0%
Q4 2016$314,000
+9.8%
3,8000.0%0.15%
+6.9%
Q3 2016$286,000
+5.1%
3,8000.0%0.14%
+1.4%
Q2 2016$272,000
-6.2%
3,800
-10.1%
0.14%
-12.9%
Q1 2016$290,000
+5.8%
4,2250.0%0.16%
+1.2%
Q4 2015$274,000
-12.2%
4,225
-14.7%
0.16%
-13.9%
Q3 2015$312,000
-13.3%
4,955
-2.9%
0.19%
-12.6%
Q2 2015$360,000
-21.4%
5,105
-19.7%
0.21%
-21.0%
Q1 2015$458,000
+1.6%
6,3550.0%0.27%
-7.5%
Q4 2014$451,000
+11.4%
6,355
+2.0%
0.29%
-15.8%
Q3 2014$405,000
-7.1%
6,2300.0%0.35%
-7.7%
Q2 2014$436,000
-7.4%
6,230
-9.7%
0.38%
-24.9%
Q1 2014$471,000
+0.6%
6,9000.0%0.50%
-22.8%
Q4 2013$468,0006,9000.65%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 505,750$9,113,631,00011.58%
EisnerAmper Wealth Management Corporate Benefits, LLC 397,375$7,161,0004.86%
Stevard, LLC 161,435$4,097,0002.64%
CAPITAL WEALTH MANAGEMENT, LLC 99,748$1,798,0002.25%
Starfire Investment Advisers, Inc. 219,761$3,960,0002.18%
Opus Capital Group, LLC 284,341$5,124,0001.81%
Salomon & Ludwin, LLC 370,598$6,678,0001.72%
BCS Wealth Management 135,492$2,442,0001.71%
HC FINANCIAL ADVISORS INC 97,184$1,751,0001.56%
John W. Brooker & Co., CPAs 104,393$1,881,0001.36%
View complete list of WISDOMTREE TR shareholders