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

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.

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 Q4 2021
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