Allworth Financial LP - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 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