Heritage Wealth Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 293 filers reported holding WISDOMTREE TR in Q2 2023. 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
Q2 2024$108,059
+402.6%
3,469
+767.2%
0.01%
+400.0%
Q1 2024$21,500
-80.7%
400
-88.5%
0.00%
-83.3%
Q4 2023$111,598
+14.1%
3,4690.0%0.01%
+20.0%
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 Q2 2023
NameSharesValueWeighting ↓
Del-Sette Capital Management, LLC 229,640$6,558,5166.46%
EisnerAmper Wealth Management Corporate Benefits, LLC 423,086$12,0835.84%
H&H Retirement Design & Management INC 156,428$4,447,2542.83%
Melone Private Wealth, LLC 133,106$3,708,3352.83%
HC Advisors, LLC 150,284$4,292,1112.65%
VAUGHAN & Co SECURITIES, INC. 119,718$3,419,1322.54%
Kades & Cheifetz LLC 109,229$3,119,5712.46%
FFG RETIREMENT ADVISORS LLC 79,122$2,259,7241.94%
DB Wealth Management Group, LLC 97,903$2,796,1251.76%
WEST BANCORPORATION INC 69,895$1,996,2011.52%
View complete list of WISDOMTREE TR shareholders