Valmark Advisers, 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
Valmark Advisers, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,611,827
-1.8%
163,540
+0.3%
0.10%0.0%
Q2 2023$4,696,422
+16.7%
163,127
+15.8%
0.10%
+10.3%
Q1 2023$4,023,658
+6.8%
140,884
+6.3%
0.09%0.0%
Q4 2022$3,768,381
+21.8%
132,503
+10.3%
0.09%
+40.3%
Q3 2022$3,093,000
+4.9%
120,150
+15.0%
0.06%
+8.8%
Q2 2022$2,949,000
+0.7%
104,493
+13.7%
0.06%
+9.6%
Q1 2022$2,929,000
+1.1%
91,900
+4.3%
0.05%
+4.0%
Q4 2021$2,896,000
+11.8%
88,125
+4.8%
0.05%
+6.4%
Q3 2021$2,591,000
+7.6%
84,057
+11.3%
0.05%
+6.8%
Q2 2021$2,409,000
+7.6%
75,540
+5.1%
0.04%
+2.3%
Q1 2021$2,239,000
+19.7%
71,865
+2.2%
0.04%
+13.2%
Q4 2020$1,870,000
+31.3%
70,287
+4.1%
0.04%
+18.8%
Q3 2020$1,424,000
+5.2%
67,532
+5.7%
0.03%0.0%
Q2 2020$1,354,000
+26.8%
63,913
+7.9%
0.03%
+14.3%
Q1 2020$1,068,000
-34.4%
59,246
+4.4%
0.03%
-20.0%
Q4 2019$1,627,000
-0.1%
56,723
-4.6%
0.04%
-2.8%
Q3 2019$1,628,000
-1.0%
59,471
-2.0%
0.04%0.0%
Q2 2019$1,645,000
-0.4%
60,688
+1.2%
0.04%
-2.7%
Q1 2019$1,652,000
+21.7%
59,975
+8.4%
0.04%
+12.1%
Q4 2018$1,357,000
-14.3%
55,339
+3.9%
0.03%
-5.7%
Q3 2018$1,583,000
+1.2%
53,279
+0.9%
0.04%0.0%
Q2 2018$1,565,000
+16.3%
52,780
+7.4%
0.04%
+20.7%
Q1 2018$1,346,000
-14.3%
49,131
-9.1%
0.03%
-14.7%
Q4 2017$1,570,000
+30.4%
54,053
+277.3%
0.03%
+21.4%
Q3 2017$1,204,000
+23.7%
14,326
+18.5%
0.03%
+21.7%
Q2 2017$973,000
+19.1%
12,085
+19.3%
0.02%
+15.0%
Q1 2017$817,000
+15.1%
10,131
+18.0%
0.02%
+11.1%
Q4 2016$710,000
+22.2%
8,584
+11.1%
0.02%
+20.0%
Q3 2016$581,000
-7.3%
7,725
-11.7%
0.02%
-6.2%
Q2 2016$627,000
+113.3%
8,749
+104.8%
0.02%
+128.6%
Q1 2016$294,0004,2730.01%
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