Allworth Financial LP - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 271 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$161,308
-22.2%
5,720
-20.6%
0.00%
-50.0%
Q2 2023$207,407
-8.9%
7,204
-9.6%
0.00%0.0%
Q1 2023$227,699
-22.6%
7,973
-22.9%
0.00%
-33.3%
Q4 2022$294,127
-35.1%
10,342
-41.2%
0.00%
-50.0%
Q3 2022$453,000
-10.7%
17,603
-2.0%
0.01%
-14.3%
Q2 2022$507,000
+213.0%
17,961
+252.4%
0.01%
+250.0%
Q1 2022$162,000
-23.9%
5,097
-21.2%
0.00%
-33.3%
Q4 2021$213,000
-27.6%
6,472
-32.2%
0.00%
-40.0%
Q3 2021$294,000
+694.6%
9,542
+721.9%
0.01%
+400.0%
Q2 2021$37,000
+825.0%
1,161
+689.8%
0.00%
Q1 2019$4,0001470.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 525,546$15,072,686,00013.60%
EisnerAmper Wealth Management Corporate Benefits, LLC 385,705$11,062,0007.58%
Seneca House Advisors 141,579$4,060,0003.51%
CAPITAL WEALTH MANAGEMENT, LLC 107,978$3,097,0003.16%
Starfire Investment Advisers, Inc. 487,852$13,990,0002.67%
BCS Wealth Management 136,192$3,906,0002.60%
Opus Capital Group, LLC 307,223$8,811,0002.59%
HC FINANCIAL ADVISORS INC 98,029$2,811,0002.21%
Salomon & Ludwin, LLC 377,364$10,823,0002.15%
Stevard, LLC 111,406$3,195,0002.01%
View complete list of WISDOMTREE TR shareholders