SIGNATUREFD, 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
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 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