HBK Sorce Advisory LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,064,954
-31.5%
37,764
-30.1%
0.05%
-28.8%
Q2 2023$1,555,315
-9.5%
54,023
-10.2%
0.07%
-15.4%
Q1 2023$1,718,072
+48052.2%
60,157
-52.1%
0.08%
-18.8%
Q4 2022$3,568
-99.8%
125,462
+76.7%
0.10%
-21.3%
Q3 2022$1,827,000
-10.9%
70,987
-2.3%
0.12%
-19.2%
Q2 2022$2,050,000
-17.4%
72,644
-6.7%
0.15%
+11.0%
Q1 2022$2,481,000
-7.3%
77,838
-4.4%
0.14%
+0.7%
Q4 2021$2,676,000
+1.1%
81,426
-5.1%
0.14%
-7.5%
Q3 2021$2,646,000
-9.9%
85,842
-6.8%
0.15%
-9.9%
Q2 2021$2,937,000
-3.5%
92,103
-5.7%
0.16%
-10.5%
Q1 2021$3,042,000
+13.3%
97,648
-3.3%
0.18%
+9.0%
Q4 2020$2,686,000
+20.4%
100,971
-4.6%
0.17%
+4.4%
Q3 2020$2,231,000
-7.0%
105,855
-6.6%
0.16%
-10.7%
Q2 2020$2,399,000
+14.1%
113,281
-2.9%
0.18%
-12.7%
Q1 2020$2,102,000
-40.0%
116,670
-4.5%
0.20%
-33.3%
Q4 2019$3,504,000
+1.7%
122,182
-2.9%
0.31%
-7.0%
Q3 2019$3,445,000
-5.1%
125,854
-6.0%
0.33%
-6.0%
Q2 2019$3,631,000
-2.2%
133,934
-0.6%
0.35%
-5.7%
Q1 2019$3,711,000
+12.3%
134,732
-0.0%
0.37%
-1.9%
Q4 2018$3,305,000
-19.5%
134,744
-2.5%
0.38%
-18.4%
Q3 2018$4,105,000
-5.2%
138,178
-5.4%
0.46%
-7.0%
Q2 2018$4,329,000
+6.1%
146,015
-2.0%
0.50%
-2.7%
Q1 2018$4,082,000
-4.5%
148,974
+1.3%
0.51%
+1.6%
Q4 2017$4,274,000147,1100.50%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 525,546$15,072,686,00013.60%
EisnerAmper Wealth Management Corporate Benefits, LLC 385,705$11,062,0007.58%
Seneca House Advisors 141,579$4,060,0003.51%
CAPITAL WEALTH MANAGEMENT, LLC 107,978$3,097,0003.16%
Starfire Investment Advisers, Inc. 487,852$13,990,0002.67%
BCS Wealth Management 136,192$3,906,0002.60%
Opus Capital Group, LLC 307,223$8,811,0002.59%
HC FINANCIAL ADVISORS INC 98,029$2,811,0002.21%
Salomon & Ludwin, LLC 377,364$10,823,0002.15%
Stevard, LLC 111,406$3,195,0002.01%
View complete list of WISDOMTREE TR shareholders