SVA Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 149 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is 1.14 and the average weighting 0.5%.

Quarter-by-quarter ownership
SVA Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$2,352,000
+15.4%
88,412
-8.6%
0.20%
+1.5%
Q3 2020$2,039,000
-1.9%
96,715
-1.5%
0.20%
-9.0%
Q2 2020$2,079,000
-1.2%
98,154
-16.0%
0.22%
-8.3%
Q1 2020$2,105,000
-51.9%
116,815
-23.5%
0.24%
-39.7%
Q4 2019$4,377,000
-15.8%
152,615
-19.6%
0.40%
-21.4%
Q3 2019$5,196,000
-4.6%
189,840
-5.6%
0.51%
-5.0%
Q2 2019$5,449,000
-10.0%
201,011
-8.5%
0.54%
-8.2%
Q1 2019$6,053,000
+10.4%
219,783
-1.7%
0.58%
-5.2%
Q4 2018$5,484,000
-19.9%
223,554
-2.9%
0.62%
-11.2%
Q3 2018$6,843,000
-3.2%
230,340
-3.4%
0.70%
-9.0%
Q2 2018$7,072,000
-2.8%
238,528
+175.4%
0.76%
-15.1%
Q1 2018$7,279,000
-0.1%
86,618
-65.5%
0.90%
+5.3%
Q4 2017$7,289,000
+0.1%
250,913
+189.7%
0.86%
-5.0%
Q3 2017$7,279,000
+4.6%
86,618
+0.1%
0.90%
-0.2%
Q2 2017$6,962,000
-1.1%
86,510
-0.9%
0.90%
-5.5%
Q1 2017$7,041,000
-6.0%
87,338
-3.5%
0.96%
-14.4%
Q4 2016$7,489,000
+8.4%
90,535
-1.4%
1.12%
+3.8%
Q3 2016$6,908,000
-35.4%
91,855
-38.5%
1.08%
-37.8%
Q2 2016$10,701,000
+4.0%
149,328
-0.3%
1.73%
+1.5%
Q1 2016$10,291,000
+12.0%
149,750
+5.8%
1.70%
+7.2%
Q4 2015$9,189,000
+6.3%
141,527
+3.1%
1.59%
-1.4%
Q3 2015$8,645,000
-5.8%
137,228
+5.4%
1.61%
-4.5%
Q2 2015$9,175,000
+0.8%
130,247
+3.1%
1.69%
+1.6%
Q1 2015$9,104,000
+28.0%
126,304
+25.9%
1.66%
-35.7%
Q4 2014$7,114,000
+21.0%
100,304
+10.8%
2.58%
+3.1%
Q3 2014$5,879,000
-2.4%
90,527
+5.2%
2.51%
-2.7%
Q2 2014$6,024,000
+11.6%
86,017
+8.8%
2.58%
+1.1%
Q1 2014$5,398,000
+101.2%
79,078
+99.8%
2.55%
+59.2%
Q4 2013$2,683,00039,5851.60%
Other shareholders
WISDOMTREE TR shareholders Q2 2016
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