EXENCIAL WEALTH ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$369,426
-36.5%
13,100
-35.2%
0.02%
-33.3%
Q2 2023$581,736
+173.1%
20,206
+202.0%
0.03%
+145.5%
Q1 2022$213,000
-4.1%
6,691
-0.9%
0.01%0.0%
Q4 2021$222,0006,7510.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 336,435$9,265,0006.92%
Seneca House Advisors 148,064$4,078,0003.54%
HC FINANCIAL ADVISORS INC 115,686$3,186,0003.34%
Starfire Investment Advisers, Inc. 257,220$7,083,0003.25%
CAPITAL WEALTH MANAGEMENT, LLC 115,089$3,170,0003.17%
Opus Capital Group, LLC 375,338$10,336,0002.76%
Salomon & Ludwin, LLC 421,085$11,597,0002.39%
Truvestments Capital LLC 95,209$2,622,0002.01%
Merriman Wealth Management, LLC 367,078$10,109,0001.92%
Keudell/Morrison Wealth Management 73,370$2,021,0001.78%
View complete list of WISDOMTREE TR shareholders