B. Riley Wealth Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 149 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is 1.14 and the average weighting 0.5%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$213,975
-20.6%
7,588
-18.9%
0.01%0.0%
Q2 2023$269,537
+5.3%
9,362
+4.5%
0.01%
-14.3%
Q1 2023$255,956
+19.2%
8,962
+18.7%
0.01%
+16.7%
Q4 2022$214,694
-41.3%
7,549
-32.2%
0.01%
-45.5%
Q4 2021$366,000
+6.4%
11,134
+0.1%
0.01%0.0%
Q3 2021$344,000
+3.9%
11,126
+7.3%
0.01%0.0%
Q2 2021$331,000
+3.8%
10,369
+1.5%
0.01%0.0%
Q1 2021$319,000
+55.6%
10,219
+32.9%
0.01%0.0%
Q4 2020$205,000
-14.9%
7,691
-32.5%
0.01%
-15.4%
Q3 2020$241,000
+17.6%
11,396
+318.4%
0.01%
-67.5%
Q3 2016$205,000
-14.2%
2,724
-18.3%
0.04%
-16.7%
Q2 2016$239,000
+71.9%
3,334
+70.1%
0.05%
+1500.0%
Q4 2014$139,000
-99.9%
1,960
+8.3%
0.00%
-90.0%
Q2 2014$126,754,000
+102121.0%
1,8100.0%0.03%
-18.9%
Q1 2014$124,000
+0.8%
1,8100.0%0.04%
-5.1%
Q4 2013$123,0001,8100.04%
Other shareholders
WISDOMTREE TR shareholders Q2 2016
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