SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,662
+2.1%
165,318
+4.2%
0.16%
+4.6%
Q2 2023$4,567
+11.5%
158,605
+10.6%
0.15%
+4.9%
Q1 2023$4,095
-0.7%
143,380
-1.1%
0.14%
-2.7%
Q4 2022$4,125
-99.9%
145,018
+0.3%
0.15%
-15.4%
Q3 2022$3,723,000
-9.5%
144,646
-0.8%
0.18%
-15.9%
Q2 2022$4,113,000
-10.4%
145,753
+1.2%
0.21%
-1.0%
Q1 2022$4,590,000
-2.2%
144,008
+0.9%
0.21%0.0%
Q4 2021$4,692,000
+6.4%
142,792
-0.2%
0.21%
-2.8%
Q3 2021$4,411,000
+0.4%
143,075
+3.8%
0.22%
+9.6%
Q2 2021$4,394,000
+3.9%
137,790
+1.5%
0.20%
-4.4%
Q1 2021$4,230,000
+4.9%
135,784
-10.4%
0.21%
-5.5%
Q4 2020$4,032,000
+16.1%
151,552
-8.0%
0.22%
+0.9%
Q3 2020$3,474,000
-4.3%
164,773
-3.9%
0.22%
-16.0%
Q2 2020$3,631,000
+17.5%
171,449
-0.0%
0.26%
+4.5%
Q1 2020$3,090,000
-36.3%
171,478
+1.4%
0.25%
-16.9%
Q4 2019$4,849,000
+6.2%
169,064
+1.4%
0.30%
-2.3%
Q3 2019$4,565,000
+3.9%
166,802
+2.9%
0.30%
+4.5%
Q2 2019$4,393,000
+3.6%
162,036
+5.2%
0.29%
-9.4%
Q1 2019$4,239,000
+16.7%
153,954
+4.0%
0.32%
-0.3%
Q4 2018$3,632,000
-15.4%
148,044
+2.4%
0.32%
-16.8%
Q3 2018$4,295,000
-1.8%
144,567
-2.0%
0.39%
-6.5%
Q2 2018$4,375,000
+7.8%
147,558
-0.4%
0.41%
+0.5%
Q1 2018$4,060,000
-6.3%
148,190
-0.6%
0.41%
-7.0%
Q4 2017$4,332,000
+1.2%
149,124
+192.7%
0.44%
-7.3%
Q3 2017$4,281,000
+6.5%
50,952
+2.0%
0.48%0.0%
Q2 2017$4,019,000
-1.2%
49,932
-1.0%
0.48%
-6.1%
Q1 2017$4,068,000
+1.5%
50,456
+4.1%
0.51%
-8.6%
Q4 2016$4,009,000
+2.0%
48,462
-7.3%
0.56%
-3.3%
Q3 2016$3,932,000
+60.6%
52,275
+53.0%
0.58%
+47.1%
Q2 2016$2,448,000
+33.2%
34,158
+27.7%
0.39%
+29.9%
Q1 2016$1,838,000
+19.2%
26,752
+12.7%
0.30%
+13.2%
Q4 2015$1,542,000
+11.7%
23,742
+8.3%
0.27%
-7.6%
Q3 2015$1,381,000
-0.8%
21,925
+11.0%
0.29%
-7.4%
Q2 2015$1,392,000
+17.8%
19,760
+20.5%
0.31%
-0.3%
Q1 2015$1,182,000
+3.3%
16,400
+1.7%
0.31%
-17.9%
Q4 2014$1,144,000
+15.2%
16,127
+5.5%
0.38%
+7.0%
Q3 2014$993,000
+2.4%
15,288
+10.4%
0.36%
+4.1%
Q2 2014$970,000
+17.9%
13,844
+14.8%
0.34%
+5.9%
Q1 2014$823,000
+9.4%
12,058
+8.7%
0.32%
-13.4%
Q4 2013$752,000
+31.9%
11,091
+21.9%
0.37%
+13.4%
Q3 2013$570,000
+35.7%
9,099
+26.4%
0.33%
+8.6%
Q2 2013$420,0007,1970.30%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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