SIGNATUREFD, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$32,740
-2.0%
1,1610.0%0.00%0.0%
Q2 2023$33,425
+0.8%
1,1610.0%0.00%0.0%
Q1 2023$33,158
+0.4%
1,1610.0%0.00%0.0%
Q4 2022$33,019
+10.1%
1,1610.0%0.00%0.0%
Q3 2022$30,000
-9.1%
1,1610.0%0.00%0.0%
Q2 2022$33,000
-10.8%
1,1610.0%0.00%0.0%
Q1 2022$37,000
-2.6%
1,1610.0%0.00%0.0%
Q4 2021$38,000
+5.6%
1,1610.0%0.00%0.0%
Q3 2021$36,000
-2.7%
1,1610.0%0.00%0.0%
Q2 2021$37,000
+2.8%
1,1610.0%0.00%
-50.0%
Q1 2021$36,000
+16.1%
1,1610.0%0.00%
+100.0%
Q4 2020$31,000
+29.2%
1,1610.0%0.00%0.0%
Q3 2020$24,000
-4.0%
1,1610.0%0.00%
-50.0%
Q2 2020$25,000
+19.0%
1,1610.0%0.00%0.0%
Q1 2020$21,000
-36.4%
1,1610.0%0.00%0.0%
Q4 2019$33,000
+3.1%
1,1610.0%0.00%
-33.3%
Q3 2019$32,000
+3.2%
1,1610.0%0.00%0.0%
Q2 2019$31,000
-3.1%
1,1610.0%0.00%0.0%
Q1 2019$32,000
+14.3%
1,1610.0%0.00%0.0%
Q4 2018$28,000
+12.0%
1,161
+233.6%
0.00%
-50.0%
Q1 2015$25,0003480.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 341,265$9,351,00019.28%
EisnerAmper Wealth Management Corporate Benefits, LLC 313,153$8,580,0007.20%
Starfire Investment Advisers, Inc. 326,609$8,949,0004.66%
Seneca House Advisors 145,267$3,980,0003.33%
CAPITAL WEALTH MANAGEMENT, LLC 125,031$3,426,0003.21%
Fluent Financial, LLC 143,748$3,920,0002.72%
Opus Capital Group, LLC 378,738$10,378,0002.61%
HC FINANCIAL ADVISORS INC 79,575$2,180,0002.15%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 112,073$3,071,0002.03%
Private Vista, LLC 233,709$6,404,0001.87%
View complete list of WISDOMTREE TR shareholders