BOK Financial Private Wealth, Inc. - 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
BOK Financial Private Wealth, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$582,077
-3.6%
20,641
-1.6%
0.05%
+4.1%
Q2 2023$603,727
+0.2%
20,970
-0.6%
0.05%
+2.1%
Q1 2023$602,245
-3.5%
21,087
-3.9%
0.05%
-7.7%
Q4 2022$624,030
+9.5%
21,942
-0.9%
0.05%
+2.0%
Q3 2022$570,000
-12.4%
22,140
-4.0%
0.05%
-12.1%
Q2 2022$651,000
-11.4%
23,0550.0%0.06%
+11.5%
Q1 2022$735,000
-4.7%
23,055
-1.7%
0.05%
-1.9%
Q4 2021$771,000
-11.6%
23,457
-17.1%
0.05%
-24.3%
Q3 2021$872,000
-9.8%
28,294
-6.6%
0.07%
-11.4%
Q2 2021$967,000
-3.3%
30,309
-5.6%
0.08%
-13.2%
Q1 2021$1,000,000
-59.0%
32,105
-65.0%
0.09%
-60.8%
Q4 2020$2,438,000
-4.2%
91,657
-24.1%
0.23%
-12.5%
Q3 2020$2,546,000
-17.2%
120,763
-16.8%
0.26%
-17.7%
Q2 2020$3,076,000
-0.6%
145,214
-15.4%
0.32%
-14.4%
Q1 2020$3,094,000
-54.1%
171,710
-26.9%
0.38%
-33.8%
Q4 2019$6,737,000
+1972.9%
234,906
+1878.3%
0.57%
+1162.2%
Q3 2019$325,000
-27.1%
11,874
-27.8%
0.04%
-30.8%
Q2 2019$446,000
-1.5%
16,4420.0%0.06%
+8.3%
Q1 2019$453,000
-8.5%
16,442
-18.5%
0.06%
-10.4%
Q4 2018$495,000
-17.4%
20,1750.0%0.07%
-29.5%
Q3 2018$599,000
+0.2%
20,1750.0%0.10%
-2.1%
Q2 2018$598,000
+7.2%
20,175
-1.0%
0.10%
+5.4%
Q1 2018$558,000
-5.7%
20,3730.0%0.09%
-2.1%
Q4 2017$592,000
+3.7%
20,373
+200.0%
0.09%0.0%
Q3 2017$571,000
+4.4%
6,7910.0%0.09%
+19.0%
Q2 2017$547,0000.0%6,7910.0%0.08%
+2.6%
Q1 2017$547,000
-15.7%
6,791
-13.5%
0.08%
-21.4%
Q4 2016$649,000
-21.7%
7,851
-28.8%
0.10%
-22.2%
Q3 2016$829,000
+4.9%
11,0200.0%0.13%0.0%
Q2 2016$790,00011,0200.13%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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