Capital Directions Investment Advisors, 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 Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$79,515
+12.0%
2,7960.03%
+11.1%
Q3 2022$71,000
-7.8%
0
-100.0%
0.03%
+3.8%
Q2 2022$77,000
-11.5%
2,746
+0.7%
0.03%0.0%
Q1 2022$87,000
+4.8%
2,726
+1.4%
0.03%
+4.0%
Q3 2021$83,000
-2.4%
2,689
+0.7%
0.02%
-3.8%
Q2 2021$85,0002,6710.03%
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