Regal Investment Advisors LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 131 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 5.43 and the average weighting 0.3%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$245,000
-11.2%
8,6750.0%0.03%
+4.0%
Q1 2022$276,000
-3.2%
8,6750.0%0.02%0.0%
Q4 2021$285,000
+6.7%
8,6750.0%0.02%
-3.8%
Q3 2021$267,000
+8.5%
8,675
+12.7%
0.03%
+4.0%
Q2 2021$246,000
-76.3%
7,700
-46.5%
0.02%
-90.2%
Q1 2015$1,038,000
+1.7%
14,4000.0%0.26%
-6.6%
Q4 2014$1,021,000
+9.2%
14,4000.0%0.27%
-3.2%
Q3 2014$935,00014,4000.28%
Other shareholders
WISDOMTREE TR shareholders Q4 2014
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