Cambridge Investment Research Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,249
-4.8%
79,736
-2.9%
0.01%
-9.1%
Q2 2023$2,363
-21.1%
82,081
-21.7%
0.01%
-26.7%
Q1 2023$2,995
-8.8%
104,880
-9.2%
0.02%
-11.8%
Q4 2022$3,284
-99.9%
115,462
+3.0%
0.02%
+6.2%
Q3 2022$2,885,000
-8.0%
112,097
+0.9%
0.02%
-5.9%
Q2 2022$3,135,000
-1.7%
111,076
+11.0%
0.02%
+13.3%
Q1 2022$3,190,000
-3.6%
100,088
-0.6%
0.02%0.0%
Q4 2021$3,310,000
+9.8%
100,738
+3.0%
0.02%0.0%
Q3 2021$3,015,000
-2.7%
97,780
+0.6%
0.02%0.0%
Q2 2021$3,098,000
+13.4%
97,150
+10.8%
0.02%0.0%
Q1 2021$2,732,000
-1.2%
87,691
-15.6%
0.02%
-6.2%
Q4 2020$2,765,000
+0.6%
103,935
-20.3%
0.02%
-15.8%
Q3 2020$2,749,000
-42.0%
130,388
-41.8%
0.02%
-47.2%
Q2 2020$4,742,000
-3.9%
223,880
-18.2%
0.04%
-23.4%
Q1 2020$4,933,000
-44.5%
273,744
-11.7%
0.05%
-31.9%
Q4 2019$8,893,000
+8.6%
310,079
+3.6%
0.07%
-4.2%
Q3 2019$8,189,000
-9.8%
299,181
-10.6%
0.07%
-13.3%
Q2 2019$9,074,000
+8.6%
334,717
+10.3%
0.08%
+3.8%
Q1 2019$8,356,000
+12.6%
303,431
+0.3%
0.08%
-2.4%
Q4 2018$7,418,000
-15.6%
302,421
+2.3%
0.08%
-2.4%
Q3 2018$8,784,000
-2.1%
295,645
-2.3%
0.08%
-11.6%
Q2 2018$8,974,000
+7.1%
302,681
-1.0%
0.10%
+1.1%
Q1 2018$8,376,000
+9.9%
305,688
+16.5%
0.09%
+4.4%
Q4 2017$7,622,000
+11.0%
262,369
+221.0%
0.09%
-2.2%
Q3 2017$6,869,000
+11.9%
81,746
+7.2%
0.09%
+2.2%
Q2 2017$6,137,000
+12.1%
76,252
+12.3%
0.09%
-4.3%
Q1 2017$5,474,000
+4.9%
67,895
+7.6%
0.09%
-4.1%
Q4 2016$5,217,000
+10.9%
63,073
+0.8%
0.10%
+12.6%
Q3 2016$4,706,000
-2.7%
62,565
-7.3%
0.09%
-14.7%
Q2 2016$4,836,000
-1.6%
67,487
-5.7%
0.10%
-8.1%
Q1 2016$4,916,000
+4.1%
71,534
-1.7%
0.11%
-0.9%
Q4 2015$4,724,000
+14.0%
72,750
+10.6%
0.11%
-5.9%
Q3 2015$4,145,000
-10.4%
65,792
+0.2%
0.12%
-7.0%
Q2 2015$4,626,000
-5.1%
65,671
-2.9%
0.13%
-7.9%
Q1 2015$4,874,000
+6.0%
67,623
+4.3%
0.14%
-2.1%
Q4 2014$4,599,000
+17.1%
64,847
+7.3%
0.14%
+22.4%
Q3 2014$3,926,000
-1.0%
60,449
+6.8%
0.12%
-15.9%
Q2 2014$3,965,000
+12.6%
56,618
+9.8%
0.14%
+3.8%
Q1 2014$3,521,000
+0.7%
51,585
+0.0%
0.13%
-7.0%
Q4 2013$3,496,000
+16.8%
51,565
+7.9%
0.14%
+9.2%
Q3 2013$2,994,000
+25.0%
47,797
+16.4%
0.13%
+7.4%
Q2 2013$2,396,00041,0600.12%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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