JNBA Financial Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,808,664
-31.0%
99,598
-29.5%
0.35%
-28.1%
Q2 2023$4,069,535
-4.0%
141,352
-4.8%
0.49%
-11.6%
Q1 2023$4,240,965
-13.1%
148,493
-13.5%
0.55%
-18.6%
Q4 2022$4,881,617
+9.5%
171,646
-0.9%
0.68%
-1.5%
Q3 2022$4,460,000
-10.4%
173,289
-1.8%
0.69%
-8.9%
Q2 2022$4,978,000
-12.2%
176,387
-0.9%
0.76%
+0.5%
Q1 2022$5,672,000
-30.8%
177,961
-28.7%
0.75%
-25.0%
Q4 2021$8,198,000
-5.6%
249,480
-11.4%
1.00%
-14.2%
Q3 2021$8,680,000
-27.3%
281,539
-24.8%
1.17%
-27.8%
Q2 2021$11,942,000
+4.4%
374,475
+2.0%
1.62%
-2.6%
Q1 2021$11,442,000
+32.0%
367,308
+12.7%
1.66%
+16.5%
Q4 2020$8,670,000
+129.6%
325,944
+82.0%
1.43%
+87.4%
Q3 2020$3,776,000
+0.9%
179,133
+1.4%
0.76%
-5.2%
Q2 2020$3,743,000
+46.6%
176,731
+24.7%
0.80%
+30.8%
Q1 2020$2,554,000
+85.9%
141,748
+195.8%
0.61%
+134.4%
Q4 2019$1,374,000
+59.6%
47,923
+52.3%
0.26%
+49.7%
Q3 2019$861,000
+42.1%
31,456
+40.8%
0.18%
+41.1%
Q2 2019$606,000
+11.8%
22,335
+13.6%
0.12%
+6.0%
Q1 2019$542,000
+9.3%
19,667
-2.8%
0.12%
+4.5%
Q4 2018$496,000
-4.8%
20,227
+15.1%
0.11%
+1.8%
Q2 2018$521,000
+14.3%
17,567
+5.5%
0.11%
+12.2%
Q1 2018$456,000
-4.2%
16,659
+1.6%
0.10%
-2.0%
Q4 2017$476,000
+5.3%
16,399
+205.0%
0.10%
-1.0%
Q3 2017$452,000
-18.9%
5,376
-22.4%
0.10%
-20.5%
Q2 2017$557,000
+4.5%
6,924
+4.7%
0.13%
+0.8%
Q1 2017$533,000
+8.3%
6,613
+11.1%
0.13%
+5.0%
Q4 2016$492,000
+91.4%
5,950
+65.6%
0.12%
+66.7%
Q2 2016$257,000
+164.9%
3,592
+153.7%
0.07%
+105.7%
Q1 2016$97,000
+9.0%
1,416
+3.4%
0.04%
+2.9%
Q4 2015$89,000
+102.3%
1,370
+96.6%
0.03%
+78.9%
Q3 2015$44,000
-10.2%
6970.0%0.02%0.0%
Q2 2015$49,0006970.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 505,750$9,113,631,00011.58%
EisnerAmper Wealth Management Corporate Benefits, LLC 397,375$7,161,0004.86%
Stevard, LLC 161,435$4,097,0002.64%
CAPITAL WEALTH MANAGEMENT, LLC 99,748$1,798,0002.25%
Starfire Investment Advisers, Inc. 219,761$3,960,0002.18%
Opus Capital Group, LLC 284,341$5,124,0001.81%
Salomon & Ludwin, LLC 370,598$6,678,0001.72%
BCS Wealth Management 135,492$2,442,0001.71%
HC FINANCIAL ADVISORS INC 97,184$1,751,0001.56%
John W. Brooker & Co., CPAs 104,393$1,881,0001.36%
View complete list of WISDOMTREE TR shareholders