UNITED CAPITAL FINANCIAL ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 243 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$32,002,183
-3.0%
1,134,829
-0.9%
0.21%
+16.7%
Q2 2023$32,976,984
+1.8%
1,145,432
+1.0%
0.18%
-0.6%
Q1 2023$32,402,417
+0.7%
1,134,538
+0.3%
0.18%
+0.6%
Q4 2022$32,166,132
+12.2%
1,131,017
+1.6%
0.18%
+6.5%
Q3 2022$28,657,000
-7.7%
1,113,307
+1.2%
0.17%
-0.6%
Q2 2022$31,041,000
-11.3%
1,099,962
+0.2%
0.17%0.0%
Q1 2022$34,995,000
-1.1%
1,098,045
+2.0%
0.17%
+4.3%
Q4 2021$35,372,000
+7.7%
1,076,438
+1.1%
0.16%
-0.6%
Q3 2021$32,833,000
-1.8%
1,064,954
+1.6%
0.16%
-2.4%
Q2 2021$33,429,000
+6.7%
1,048,262
+4.2%
0.17%
-2.9%
Q1 2021$31,341,000
+18.0%
1,006,136
+0.8%
0.17%
+8.1%
Q4 2020$26,562,000
+27.7%
998,583
+1.2%
0.16%
+17.6%
Q3 2020$20,804,000
-3.1%
986,923
-2.6%
0.14%
-12.8%
Q2 2020$21,461,000
+18.6%
1,013,289
+0.9%
0.16%
+4.0%
Q1 2020$18,099,000
-34.1%
1,004,386
+4.9%
0.15%
-15.3%
Q4 2019$27,462,000
+8.6%
957,532
+3.6%
0.18%0.0%
Q3 2019$25,298,000
+3.5%
924,301
+2.5%
0.18%
+10.6%
Q2 2019$24,439,000
-0.1%
901,475
+1.5%
0.16%
-7.0%
Q1 2019$24,472,000
+13.7%
888,581
+1.2%
0.17%
+0.6%
Q4 2018$21,529,000
-16.3%
877,647
+1.3%
0.17%
-5.5%
Q3 2018$25,733,000
+0.7%
866,129
+0.5%
0.18%
-5.2%
Q2 2018$25,562,000
+6.3%
862,132
-1.7%
0.19%
+4.4%
Q1 2018$24,039,000
-6.0%
877,319
-0.3%
0.18%
-9.4%
Q4 2017$25,567,000
+3.6%
880,098
+199.6%
0.20%
-3.3%
Q3 2017$24,685,000
+5.7%
293,764
+1.2%
0.21%0.0%
Q2 2017$23,361,000
+0.2%
290,272
+0.3%
0.21%
-3.7%
Q1 2017$23,325,000
-3.5%
289,320
-1.0%
0.22%
-7.7%
Q4 2016$24,163,000
+10.2%
292,102
+0.2%
0.24%
+10.3%
Q3 2016$21,917,000
+5.9%
291,409
+1.4%
0.21%
+0.9%
Q2 2016$20,702,000
+4.2%
287,526
-0.5%
0.21%
-3.7%
Q1 2016$19,874,000
+6.8%
289,090
+0.9%
0.22%
+2.3%
Q4 2015$18,604,000
+3.9%
286,520
+0.8%
0.21%
-0.5%
Q3 2015$17,905,000
-11.0%
284,205
-0.5%
0.22%
-7.7%
Q2 2015$20,126,000
-2.4%
285,716
-2.5%
0.23%
-7.5%
Q1 2015$20,619,000
+670.8%
292,920
+611.1%
0.25%
+447.8%
Q3 2014$2,675,000
-22.5%
41,192
-16.4%
0.05%
-28.1%
Q2 2014$3,450,000
-8.7%
49,271
-11.0%
0.06%
-20.0%
Q1 2014$3,778,000
-11.6%
55,347
-12.2%
0.08%
-45.2%
Q4 2013$4,275,000
-1.4%
63,056
-8.9%
0.15%
+5.8%
Q3 2013$4,336,000
-0.8%
69,226
-7.5%
0.14%
+19.0%
Q2 2013$4,369,00074,8680.12%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
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