Freedom Investment Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Freedom Investment Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$420,000
+10.8%
15,805
-12.0%
0.05%
+12.2%
Q3 2020$379,000
-15.8%
17,961
-15.5%
0.04%
-16.3%
Q2 2020$450,000
-11.6%
21,249
+14.1%
0.05%
+8.9%
Q1 2020$509,000
-21.8%
18,623
-16.9%
0.04%
+36.4%
Q4 2017$651,000
-7.7%
22,413
+167.1%
0.03%
-15.4%
Q3 2017$705,000
+10.2%
8,391
+5.4%
0.04%
+8.3%
Q2 2017$640,000
-19.6%
7,958
-19.4%
0.04%
-21.7%
Q1 2017$796,000
+2.1%
9,869
+4.7%
0.05%
-6.1%
Q4 2016$780,000
+16.1%
9,428
+5.5%
0.05%
+14.0%
Q3 2016$672,000
+7.0%
8,936
+2.0%
0.04%0.0%
Q2 2016$628,000
-0.9%
8,764
-5.1%
0.04%
-6.5%
Q1 2016$634,000
+6.7%
9,232
+0.9%
0.05%
+2.2%
Q4 2015$594,000
-37.3%
9,150
-28.2%
0.04%
-53.1%
Q3 2015$947,000
+117.2%
12,739
+105.7%
0.10%
+113.3%
Q2 2015$436,000
+5.8%
6,194
+8.5%
0.04%0.0%
Q1 2015$412,000
-1.2%
5,710
-2.8%
0.04%
-16.7%
Q4 2014$417,000
+7.5%
5,875
-1.6%
0.05%
-20.6%
Q3 2014$388,000
-1.3%
5,973
+6.5%
0.07%
+3.0%
Q2 2014$393,000
+1.0%
5,608
-1.7%
0.07%
-20.5%
Q1 2014$389,000
+2.6%
5,706
+2.2%
0.08%
-11.7%
Q4 2013$379,000
+7.4%
5,585
-1.0%
0.09%
-6.9%
Q3 2013$353,000
+10.7%
5,644
+3.3%
0.10%
-7.3%
Q2 2013$319,000
+11.5%
5,464
+9.0%
0.11%
+14.7%
Q1 2013$286,0005,0120.10%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
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