LPL Financial LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$49,503,197
-3.0%
1,755,433
-1.0%
0.04%
-2.8%
Q2 2023$51,060,033
+6.9%
1,773,534
+6.0%
0.04%
-2.7%
Q1 2023$47,781,628
-4.1%
1,673,027
-4.5%
0.04%
-14.0%
Q4 2022$49,831,630
+25.4%
1,752,167
+13.5%
0.04%
+13.2%
Q3 2022$39,723,000
+3.1%
1,543,230
+13.1%
0.04%
+2.7%
Q2 2022$38,516,000
-6.2%
1,364,855
+5.9%
0.04%
+5.7%
Q1 2022$41,062,000
+0.9%
1,288,434
+4.0%
0.04%
+2.9%
Q4 2021$40,710,000
+9.8%
1,238,904
+3.0%
0.03%
-2.9%
Q3 2021$37,069,000
-6.7%
1,202,383
-3.5%
0.04%
-12.5%
Q2 2021$39,726,000
+17.8%
1,245,734
+15.1%
0.04%
+2.6%
Q1 2021$33,725,000
+26.1%
1,082,662
+7.7%
0.04%
+11.4%
Q4 2020$26,737,000
+27.9%
1,005,146
+1.4%
0.04%
+6.1%
Q3 2020$20,897,000
-2.1%
991,304
-1.6%
0.03%
-10.8%
Q2 2020$21,344,000
+28.2%
1,007,765
+9.1%
0.04%
+2.8%
Q1 2020$16,651,000
-45.9%
924,019
-13.8%
0.04%
-35.7%
Q4 2019$30,757,000
+19.3%
1,072,421
+13.9%
0.06%
+7.7%
Q3 2019$25,775,000
-0.8%
941,734
-1.7%
0.05%
-5.5%
Q2 2019$25,974,000
-37.0%
958,084
-36.0%
0.06%
-41.5%
Q1 2019$41,205,000
+18.7%
1,496,202
+5.8%
0.09%
+2.2%
Q4 2018$34,700,000
-12.5%
1,414,576
+6.0%
0.09%
-3.2%
Q3 2018$39,663,000
+14.9%
1,334,995
+14.6%
0.10%
+4.4%
Q2 2018$34,532,000
+14.0%
1,164,661
+5.3%
0.09%
+9.6%
Q1 2018$30,295,000
+7.4%
1,105,675
+13.9%
0.08%
-3.5%
Q4 2017$28,204,000
+17.2%
970,890
+238.9%
0.09%
+1.2%
Q3 2017$24,072,000
+6.6%
286,472
+2.1%
0.08%
-1.2%
Q2 2017$22,586,000
-0.2%
280,638
-1.3%
0.09%
-44.2%
Q1 2017$22,642,000
-0.2%
284,234
+4.2%
0.15%
-10.5%
Q4 2016$22,678,000
+50.0%
272,773
+33.6%
0.17%
+19.4%
Q3 2016$15,122,000
+13.5%
204,099
+9.6%
0.14%
+28.6%
Q2 2016$13,318,000
-45.5%
186,265
-48.8%
0.11%
+64.7%
Q1 2016$24,444,000
+5.5%
363,861
+0.6%
0.07%
+6.2%
Q4 2015$23,165,000
+101.6%
361,841
+105.8%
0.06%
+1.6%
Q3 2015$11,488,000
-32.0%
175,821
-27.0%
0.06%
-26.7%
Q2 2015$16,902,000
-0.8%
240,805
+1.8%
0.09%
-1.1%
Q1 2015$17,033,000
+5.8%
236,465
+4.2%
0.09%
-1.1%
Q4 2014$16,097,000
+14.9%
226,968
+4.2%
0.09%
+4.8%
Q3 2014$14,013,000
-9.9%
217,825
-1.9%
0.08%
-7.7%
Q2 2014$15,547,000
-16.2%
222,011
-18.3%
0.09%
-20.2%
Q1 2014$18,557,000
-4.5%
271,862
-5.2%
0.11%
-5.8%
Q4 2013$19,433,000
+4.6%
286,668
-1.1%
0.12%
-2.4%
Q3 2013$18,577,000
+10.8%
289,813
+0.9%
0.12%
+2.5%
Q2 2013$16,768,000287,3690.12%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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