Heritage Wealth Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 263 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$97,826
-2.0%
3,4690.0%0.01%0.0%
Q2 2023$99,873
+0.8%
3,4690.0%0.01%
-16.7%
Q1 2023$99,075
+0.4%
3,4690.0%0.01%0.0%
Q4 2022$98,658
+10.9%
3,4690.0%0.01%0.0%
Q3 2022$89,000
-9.2%
3,4690.0%0.01%
-14.3%
Q2 2022$98,000
-11.7%
3,4690.0%0.01%
+16.7%
Q1 2022$111,000
-2.6%
3,4690.0%0.01%0.0%
Q4 2021$114,000
-99.9%
3,4690.0%0.01%
-14.3%
Q3 2021$106,949,000
-3.3%
3,4690.0%0.01%0.0%
Q2 2021$110,626,000
+2.4%
3,4690.0%0.01%0.0%
Q1 2021$108,059,000
+117355.4%
3,4690.0%0.01%
+16.7%
Q4 2020$92,000
-99.9%
3,4690.0%0.01%
-33.3%
Q3 2020$73,127,000
-0.6%
3,469
-3.4%
0.01%
-10.0%
Q2 2020$73,546,000
+17.7%
3,590
+3.5%
0.01%
-9.1%
Q1 2020$62,511,000
-37.2%
3,4690.0%0.01%
-15.4%
Q4 2019$99,491,000
+105741.5%
3,4690.0%0.01%
-7.1%
Q3 2019$94,000
-99.9%
3,4690.0%0.01%0.0%
Q2 2019$94,045,000
-1.6%
3,4690.0%0.01%
-12.5%
Q1 2019$95,536,0003,4690.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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