CAPTRUST FINANCIAL ADVISORS - 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
CAPTRUST FINANCIAL ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,057,731
-2.0%
37,508
+0.1%
0.00%0.0%
Q2 2023$1,078,773
-0.1%
37,470
-0.9%
0.00%
-20.0%
Q1 2023$1,079,960
+5.1%
37,814
+4.6%
0.01%0.0%
Q4 2022$1,027,920
+7.3%
36,143
-2.9%
0.01%
-16.7%
Q3 2022$958,000
+46.7%
37,222
+60.9%
0.01%
+50.0%
Q2 2022$653,000
+26.8%
23,131
+43.3%
0.00%
+33.3%
Q1 2022$515,000
-31.1%
16,145
-29.0%
0.00%
-40.0%
Q4 2021$747,000
+6.9%
22,733
+0.2%
0.01%
-16.7%
Q3 2021$699,000
-5.0%
22,683
-1.7%
0.01%
-14.3%
Q2 2021$736,000
-17.2%
23,065
-19.2%
0.01%
-30.0%
Q1 2021$889,000
+19.0%
28,544
+1.8%
0.01%0.0%
Q4 2020$747,000
+76.6%
28,039
+40.9%
0.01%
+42.9%
Q3 2020$423,000
-39.1%
19,900
-40.5%
0.01%
-36.4%
Q2 2020$695,000
-38.7%
33,420
-50.3%
0.01%
-56.0%
Q1 2020$1,133,000
-49.3%
67,182
-14.2%
0.02%
-28.6%
Q4 2019$2,233,000
+4.7%
78,327
+0.6%
0.04%
-53.3%
Q3 2019$2,132,000
-3.7%
77,887
-4.7%
0.08%
-8.5%
Q2 2019$2,215,000
-1.7%
81,717
-0.1%
0.08%
-9.9%
Q1 2019$2,253,000
+499.2%
81,793
+434.1%
0.09%
+355.0%
Q4 2018$376,000
-13.0%
15,315
+5.3%
0.02%
+5.3%
Q3 2018$432,000
+0.2%
14,5400.0%0.02%
-20.8%
Q2 2018$431,000
+11.4%
14,540
+0.9%
0.02%0.0%
Q1 2018$387,000
-20.5%
14,415
-14.0%
0.02%
-17.2%
Q4 2017$487,000
-44.1%
16,770
-23.0%
0.03%
-21.6%
Q3 2017$871,00021,7700.04%
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