BEACON FINANCIAL GROUP - 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
BEACON FINANCIAL GROUP ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,501
-24.9%
118,354
-26.8%
0.50%
-21.4%
Q2 2023$4,664
-1.5%
161,596
-3.8%
0.63%
-4.4%
Q1 2023$4,735
-3.0%
167,955
-2.2%
0.66%
-0.8%
Q4 2022$4,883
-99.9%
171,707
-0.5%
0.67%
-4.6%
Q3 2022$4,488,000
+31.8%
172,538
+198.3%
0.70%
+37.9%
Q2 2022$3,404,000
-39.1%
57,837
-66.7%
0.51%
-32.1%
Q1 2022$5,590,000
-4.0%
173,895
-1.1%
0.74%
-1.6%
Q4 2021$5,822,000
+7.5%
175,852
+0.4%
0.76%
+4.1%
Q3 2021$5,418,0000.0%175,160
+0.3%
0.73%
-5.2%
Q2 2021$5,418,000
+5.9%
174,653
-2.4%
0.77%
-4.2%
Q1 2021$5,118,0000.0%179,0110.0%0.80%0.0%
Q4 2020$5,118,000
+33.7%
179,011
-1.4%
0.80%
+16.9%
Q3 2020$3,829,000
+43.7%
181,633
+42.7%
0.68%
+33.3%
Q2 2020$2,665,000
-54.1%
127,307
-48.7%
0.51%
+11.0%
Q1 2020$5,805,000
+62.5%
248,003
+99.1%
0.46%
+3.3%
Q4 2019$3,573,000
+6.4%
124,574
+1.2%
0.45%
-21.7%
Q3 2019$3,358,000
+1.0%
123,130
+0.4%
0.57%
+0.9%
Q2 2019$3,326,000
-0.2%
122,679
+1.3%
0.57%
+3.8%
Q1 2019$3,334,000
+15.1%
121,051
+2.1%
0.55%
+0.6%
Q4 2018$2,897,000
-20.2%
118,544
-3.0%
0.54%
-11.4%
Q3 2018$3,631,000
-1.1%
122,210
-1.3%
0.61%
-1.3%
Q2 2018$3,673,000
+11.5%
123,880
+3.0%
0.62%
+10.5%
Q1 2018$3,295,000
-52.4%
120,241
-49.6%
0.56%
-53.4%
Q4 2017$6,928,000
+5.2%
238,469
+204.3%
1.21%
+1.5%
Q3 2017$6,585,000
+3.2%
78,369
-0.9%
1.19%
-1.7%
Q2 2017$6,378,000
+2.4%
79,116
+2.0%
1.21%
+1.7%
Q1 2017$6,228,000
-2.1%
77,561
+0.8%
1.19%
-8.0%
Q4 2016$6,363,000
+12.2%
76,930
+1.4%
1.29%
+8.6%
Q3 2016$5,671,000
+8.3%
75,873
+1.7%
1.19%
+4.3%
Q2 2016$5,237,000
+2.6%
74,630
+0.3%
1.14%
+3.6%
Q1 2016$5,104,000
+5.5%
74,405
+1.1%
1.10%
-0.8%
Q4 2015$4,836,000
+16.9%
73,592
+10.9%
1.11%
+9.9%
Q3 2015$4,137,000
-9.0%
66,376
+2.9%
1.01%
+2.6%
Q2 2015$4,546,000
+11.9%
64,508
+14.8%
0.99%
+9.4%
Q1 2015$4,061,000
+36.9%
56,196
+35.6%
0.90%
+46.5%
Q4 2014$2,966,000
+15.5%
41,431
+6.1%
0.62%
+10.4%
Q3 2014$2,567,000
+0.5%
39,033
+6.8%
0.56%
-1.2%
Q2 2014$2,553,000
+4.1%
36,538
+0.2%
0.56%
+11.9%
Q1 2014$2,452,000
+5.3%
36,470
+6.1%
0.50%
+12.5%
Q4 2013$2,329,000
+17.4%
34,360
+8.6%
0.45%
+4.9%
Q3 2013$1,983,00031,6320.43%
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