BUCKINGHAM STRATEGIC WEALTH, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 241 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.

Quarter-by-quarter ownership
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$588,197
-2.0%
20,8580.0%0.01%
-11.1%
Q2 2023$600,503
+51.0%
20,858
+49.2%
0.01%
+28.6%
Q1 2023$397,5630.0%13,9790.0%0.01%0.0%
Q4 2022$397,563
+10.4%
13,9790.0%0.01%0.0%
Q3 2022$360,000
-8.6%
13,9790.0%0.01%
-12.5%
Q2 2022$394,000
-11.7%
13,9790.0%0.01%
-11.1%
Q1 2022$446,000
-1.3%
13,979
+1.6%
0.01%0.0%
Q4 2021$452,000
+6.6%
13,7540.0%0.01%0.0%
Q3 2021$424,000
+78.9%
13,754
+85.0%
0.01%
+50.0%
Q2 2021$237,000
+2.2%
7,4360.0%0.01%
-45.5%
Q1 2021$232,000
+23.4%
7,436
-28.7%
0.01%
-38.9%
Q1 2020$188,000
-70.7%
10,436
-53.3%
0.02%
-70.5%
Q4 2019$641,000
+5.3%
22,334
+0.4%
0.06%
-7.6%
Q3 2019$609,000
+2.9%
22,245
+1.8%
0.07%
+3.1%
Q2 2019$592,000
-1.7%
21,850
+0.0%
0.06%
-15.8%
Q1 2019$602,000
+12.3%
21,8430.0%0.08%
-7.3%
Q4 2018$536,000
-17.4%
21,8430.0%0.08%
-18.0%
Q3 2018$649,000
+66.4%
21,843
+65.9%
0.10%
+58.7%
Q2 2018$390,000
+80.6%
13,164
+76.9%
0.06%
+40.0%
Q4 2017$216,000
-11.1%
7,443
+119.7%
0.04%
-45.8%
Q2 2016$243,0003,3880.08%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
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