1834 INVESTMENT ADVISORS CO - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 263 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
1834 INVESTMENT ADVISORS CO ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$292,000
-1.0%
10,363
+11.9%
0.04%
+13.9%
Q1 2022$295,000
-3.0%
9,2600.0%0.04%
+5.9%
Q4 2021$304,000
+9.4%
9,260
+2.7%
0.03%0.0%
Q3 2021$278,000
+43.3%
9,020
+48.3%
0.03%
+47.8%
Q2 2021$194,000
-57.5%
6,084
-58.4%
0.02%
-61.0%
Q1 2021$456,000
+14.6%
14,642
-2.2%
0.06%
+11.3%
Q4 2020$398,000
+29.2%
14,977
+2.5%
0.05%
+17.8%
Q3 2020$308,000
-32.2%
14,617
-31.8%
0.04%
-37.5%
Q2 2020$454,000
+68.1%
21,431
+43.1%
0.07%
+41.2%
Q1 2020$270,000
+0.7%
14,977
+60.4%
0.05%
+24.4%
Q4 2019$268,000
+3.9%
9,340
-1.2%
0.04%
+10.8%
Q3 2019$258,000
-44.9%
9,450
-45.3%
0.04%
-47.9%
Q2 2019$468,000
+5.2%
17,275
+6.9%
0.07%
+4.4%
Q1 2019$445,000
+12.9%
16,165
+0.6%
0.07%
+3.0%
Q4 2018$394,000
-13.2%
16,061
+5.2%
0.07%0.0%
Q3 2018$454,000
+0.4%
15,2600.0%0.07%
-7.0%
Q2 2018$452,000
+9.2%
15,260
+1.1%
0.07%0.0%
Q1 2018$414,000
+121.4%
15,095
+134.6%
0.07%
+144.8%
Q4 2017$187,0006,4350.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 287,741$8,1143.62%
Del-Sette Capital Management, LLC 125,124$3,528,5053.47%
H&H Retirement Design & Management INC 156,355$4,293,5052.97%
Melone Private Wealth, LLC 136,079$3,837,4412.74%
HC Advisors, LLC 155,534$4,386,0592.61%
Kades & Cheifetz LLC 112,692$3,177,9252.52%
VAUGHAN & Co SECURITIES, INC. 97,323$2,744,4982.04%
INVENIO WEALTH PARTNERS LLC 67,319$1,898,3961.73%
DB Wealth Management Group, LLC 90,340$2,547,5771.61%
Key FInancial Inc 146,897$4,142,5061.40%
View complete list of WISDOMTREE TR shareholders