Advocacy Wealth Management Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 315 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Advocacy Wealth Management Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2017$96,0000.0%1,1950.0%0.04%
+15.2%
Q1 2017$96,000
-3.0%
1,1950.0%0.03%
+10.0%
Q4 2016$99,000
+10.0%
1,1950.0%0.03%
-14.3%
Q3 2016$90,000
+4.7%
1,1950.0%0.04%
-18.6%
Q2 2016$86,000
+2.4%
1,195
-2.4%
0.04%
-25.9%
Q1 2016$84,000
+104.9%
1,225
+91.7%
0.06%
+26.1%
Q4 2015$41,0006390.05%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Del-Sette Capital Management, LLC 268,244$6,905,0008.16%
EisnerAmper Wealth Management Corporate Benefits, LLC 430,557$11,083,0006.32%
VAUGHAN & Co SECURITIES, INC. 266,144$6,851,0005.91%
Melone Private Wealth, LLC 121,871$3,275,0002.86%
HC Advisors, LLC 143,749$3,700,0002.55%
Key FInancial Inc 136,580$3,516,0001.65%
BCS Wealth Management 111,502$2,870,0001.35%
WEST BANCORPORATION INC 64,802$1,668,0001.24%
DB Wealth Management Group, LLC 63,579$1,637,0001.17%
Private Portfolio Partners LLC 158,792$4,087,3131.16%
View complete list of WISDOMTREE TR shareholders