VICUS CAPITAL - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
VICUS CAPITAL ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$959,027
-14.1%
34,008
-12.3%
0.10%
-13.8%
Q2 2023$1,116,583
-23.4%
38,784
-24.0%
0.12%
-26.1%
Q1 2023$1,457,632
-14.8%
51,038
-15.2%
0.16%
-19.1%
Q4 2022$1,711,593
-5.2%
60,183
-14.2%
0.19%
-8.9%
Q3 2022$1,806,000
+7.9%
70,182
+18.4%
0.21%
+12.7%
Q2 2022$1,673,000
+26.2%
59,293
+42.5%
0.19%
+42.1%
Q1 2022$1,326,000
+1.1%
41,599
+0.6%
0.13%
-0.7%
Q4 2021$1,312,000
+9.9%
41,341
+6.7%
0.13%
-30.9%
Q3 2021$1,194,000
-2.7%
38,736
+0.7%
0.19%
-3.0%
Q2 2021$1,227,000
-0.2%
38,481
-2.5%
0.20%
+37.0%
Q1 2021$1,229,000
+12.1%
39,467
-4.2%
0.15%
+8.1%
Q4 2020$1,096,000
+24.0%
41,218
-1.7%
0.14%
+8.0%
Q3 2020$884,000
+40.3%
41,936
+41.0%
0.12%
+30.2%
Q2 2020$630,000
+58.7%
29,732
+34.9%
0.10%
+29.7%
Q1 2020$397,000
-30.5%
22,033
+10.6%
0.07%
-14.9%
Q4 2019$571,000
+7.5%
19,913
+2.6%
0.09%
+17.6%
Q3 2019$531,000
+3.7%
19,408
+2.7%
0.07%
+2.8%
Q2 2019$512,000
+32.6%
18,894
+34.8%
0.07%
+18.0%
Q1 2019$386,000
+76.3%
14,021
+57.4%
0.06%
+56.4%
Q4 2018$219,000
-8.8%
8,910
+10.5%
0.04%0.0%
Q3 2018$240,000
+4.3%
8,064
+3.9%
0.04%
+2.6%
Q2 2018$230,000
-66.4%
7,764
-18.6%
0.04%
-77.1%
Q2 2016$684,000
-3.7%
9,542
-7.6%
0.17%
+3.8%
Q1 2016$710,000
-87.8%
10,327
-88.5%
0.16%
-89.2%
Q4 2015$5,806,000
+5.0%
89,426
+1.8%
1.48%
+0.6%
Q3 2015$5,532,000
-7.1%
87,812
+3.9%
1.47%
-5.5%
Q2 2015$5,953,000
-5.8%
84,510
-3.6%
1.55%
+27.2%
Q1 2015$6,321,000
+6.3%
87,698
+4.6%
1.22%
-29.2%
Q4 2014$5,945,000
+2639.6%
83,830
+2406.1%
1.72%
+2291.7%
Q3 2014$217,000
-4.4%
3,345
+3.2%
0.07%
-1.4%
Q2 2014$227,000
+5.1%
3,240
+2.4%
0.07%0.0%
Q1 2014$216,000
-8.1%
3,164
-8.9%
0.07%
-18.0%
Q4 2013$235,0003,4730.09%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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