Heritage Wealth Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q3 2021. 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 Q3 2021
NameSharesValueWeighting ↓
Live Your Vision, LLC 126,951$8,606,0004.75%
HENGEHOLD CAPITAL MANAGEMENT LLC 191,674$12,994,0004.52%
EnTrustPermal Management LLC 54,923$3,724,0003.80%
Advisors Preferred, LLC 79,820$5,410,0002.99%
Keystone Financial Planning, Inc. 39,677$2,690,0002.15%
SVA Wealth Management, LLC 39,585$2,683,0001.60%
Aspen Investment Management Inc 33,784$2,290,0001.53%
PALLADIUM PARTNERS LLC 235,713$15,979,0001.51%
New England Investment & Retirement Group, Inc. 34,194$2,318,0001.44%
Jacobus Wealth Management, Inc. 67,770$4,594,0001.33%
View complete list of WISDOMTREE TR shareholders