Sigma Planning Corp - 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
Sigma Planning Corp ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$666,710
-5.6%
23,642
-3.7%
0.02%0.0%
Q2 2023$706,498
-36.9%
24,539
-37.4%
0.02%
-32.4%
Q1 2023$1,119,930
-4.2%
39,213
-4.6%
0.04%
-11.9%
Q4 2022$1,168,891
+20.4%
41,100
+9.0%
0.04%
+13.5%
Q3 2022$971,000
-6.0%
37,716
+3.0%
0.04%
+2.8%
Q2 2022$1,033,000
-18.7%
36,619
-8.1%
0.04%
-5.3%
Q1 2022$1,270,000
+43.7%
39,842
+48.1%
0.04%
+52.0%
Q4 2021$884,000
+63.4%
26,897
+53.2%
0.02%
+56.2%
Q3 2021$541,000
+5.5%
17,556
+9.1%
0.02%
+6.7%
Q2 2021$513,000
-24.8%
16,094
-26.5%
0.02%
-31.8%
Q1 2021$682,000
+21.1%
21,909
+3.4%
0.02%
+15.8%
Q4 2020$563,000
+59.9%
21,184
+26.7%
0.02%
+35.7%
Q3 2020$352,000
-8.3%
16,715
-7.8%
0.01%
-17.6%
Q2 2020$384,000
+17.8%
18,121
+0.1%
0.02%
-10.5%
Q1 2020$326,000
-43.1%
18,107
-9.4%
0.02%
-20.8%
Q4 2019$573,000
+137.8%
19,988
+126.6%
0.02%
+100.0%
Q3 2019$241,000
+1.3%
8,822
+0.4%
0.01%0.0%
Q2 2019$238,000
-8.1%
8,786
-6.5%
0.01%
-20.0%
Q1 2019$259,000
+12.1%
9,398
+0.0%
0.02%
-11.8%
Q4 2018$231,000
-15.7%
9,397
+1.8%
0.02%
+6.2%
Q3 2018$274,0000.0%9,234
+0.1%
0.02%
-11.1%
Q2 2018$274,000
+8.3%
9,225
+0.1%
0.02%0.0%
Q1 2018$253,000
+11.5%
9,220
+17.9%
0.02%
+5.9%
Q4 2017$227,000
+5.6%
7,818
+206.1%
0.02%
-5.6%
Q3 2017$215,000
+4.4%
2,554
-0.4%
0.02%
-5.3%
Q2 2017$206,000
-1.0%
2,564
-0.7%
0.02%
-5.0%
Q1 2017$208,000
-5.5%
2,582
-3.0%
0.02%
-16.7%
Q4 2016$220,000
-0.5%
2,662
-17.1%
0.02%
-20.0%
Q1 2016$221,000
-7.9%
3,211
-13.0%
0.03%
-11.8%
Q4 2015$240,000
+1.3%
3,692
-1.9%
0.03%
-10.5%
Q3 2015$237,000
-25.7%
3,763
-16.9%
0.04%
-13.6%
Q2 2015$319,000
-12.6%
4,526
-10.7%
0.04%
-8.3%
Q1 2015$365,000
-1.4%
5,068
-3.0%
0.05%
-2.0%
Q4 2014$370,0005,2240.05%
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