TCI Wealth Advisors, Inc. - 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
TCI Wealth Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$105,701
+0.4%
3,7010.0%0.01%
-6.7%
Q4 2022$105,256
+10.8%
3,7010.0%0.02%0.0%
Q3 2022$95,000
-29.6%
3,701
-22.6%
0.02%
-28.6%
Q2 2022$135,000
-11.2%
4,7810.0%0.02%
-8.7%
Q1 2022$152,000
-3.2%
4,7810.0%0.02%0.0%
Q4 2021$157,000
+6.8%
4,7810.0%0.02%
+4.5%
Q3 2021$147,000
-3.3%
4,7810.0%0.02%
-15.4%
Q2 2021$152,000
+2.0%
4,7810.0%0.03%
-58.7%
Q1 2021$149,000
+17.3%
4,7810.0%0.06%
+10.5%
Q4 2020$127,000
+25.7%
4,7810.0%0.06%
+42.5%
Q3 2020$101,0000.0%4,7810.0%0.04%
-7.0%
Q2 2020$101,000
+17.4%
4,7810.0%0.04%
+2.4%
Q1 2020$86,000
+62.3%
4,781
+156.8%
0.04%
+100.0%
Q4 2019$53,000
+3.9%
1,8620.0%0.02%
-8.7%
Q3 2019$51,000
+2.0%
1,8620.0%0.02%0.0%
Q2 2019$50,000
+4.2%
1,862
+7.6%
0.02%
+9.5%
Q1 2019$48,000
+17.1%
1,731
+2.7%
0.02%
+5.0%
Q4 2018$41,000
-18.0%
1,6850.0%0.02%
-4.8%
Q3 2018$50,0000.0%1,6850.0%0.02%
-4.5%
Q2 2018$50,000
+8.7%
1,6850.0%0.02%
+4.8%
Q1 2018$46,000
-2.1%
1,685
+3.1%
0.02%0.0%
Q4 2017$47,000
+2.2%
1,635
+200.0%
0.02%
-8.7%
Q3 2017$46,000
+4.5%
5450.0%0.02%
+4.5%
Q2 2017$44,000
+37.5%
545
+38.3%
0.02%
+29.4%
Q1 2017$32,000
-3.0%
3940.0%0.02%0.0%
Q4 2016$33,000
+10.0%
3940.0%0.02%
+6.2%
Q3 2016$30,000
+7.1%
3940.0%0.02%0.0%
Q2 2016$28,000
+3.7%
3940.0%0.02%
+6.7%
Q1 2016$27,000
+170.0%
394
+162.7%
0.02%
+150.0%
Q4 2015$10,000
+11.1%
1500.0%0.01%
+20.0%
Q3 2015$9,0001500.01%
Other shareholders
WISDOMTREE TR shareholders Q4 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