Capital Advisors, Ltd. LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 287 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$50.0%1860.0%0.00%0.0%
Q2 2023$50.0%1860.0%0.00%0.0%
Q1 2023$50.0%1860.0%0.00%0.0%
Q4 2022$5
-99.9%
1860.0%0.00%0.0%
Q3 2022$5,0000.0%1860.0%0.00%0.0%
Q2 2022$5,000
-16.7%
1860.0%0.00%0.0%
Q1 2022$6,0000.0%1860.0%0.00%0.0%
Q4 2021$6,0000.0%1860.0%0.00%0.0%
Q3 2021$6,0000.0%1860.0%0.00%0.0%
Q2 2021$6,0000.0%1860.0%0.00%0.0%
Q1 2021$6,000
+20.0%
1860.0%0.00%0.0%
Q4 2020$5,000
+25.0%
1860.0%0.00%0.0%
Q3 2020$4,0000.0%1860.0%0.00%0.0%
Q2 2020$4,000
-91.7%
186
-93.0%
0.00%
-93.3%
Q1 2020$48,000
-36.8%
2,6500.0%0.02%
-21.1%
Q4 2019$76,000
+4.1%
2,6500.0%0.02%
-5.0%
Q3 2019$73,000
+1.4%
2,6500.0%0.02%0.0%
Q2 2019$72,000
-57.4%
2,650
-56.9%
0.02%
-56.5%
Q1 2019$169,000
+11.9%
6,1500.0%0.05%
+2.2%
Q4 2018$151,000
-35.2%
6,150
-21.7%
0.04%
-31.8%
Q3 2018$233,000
+6.4%
7,850
+6.5%
0.07%
-2.9%
Q2 2018$219,000
+19.0%
7,372
+9.8%
0.07%
+13.3%
Q1 2018$184,000
-5.6%
6,7160.0%0.06%
-6.2%
Q4 2017$195,000
+38.3%
6,716
+301.7%
0.06%
+30.6%
Q3 2017$141,000
+4.4%
1,6720.0%0.05%
-2.0%
Q2 2017$135,000
+57.0%
1,672
+56.1%
0.05%
+51.5%
Q1 2017$86,000
+760.0%
1,071
+763.7%
0.03%
+725.0%
Q4 2016$10,000
+11.1%
1240.0%0.00%0.0%
Q3 2016$9,0000.0%1240.0%0.00%0.0%
Q2 2016$9,000
-76.3%
124
-77.5%
0.00%
-78.9%
Q1 2016$38,000
+375.0%
550
+343.5%
0.02%
+375.0%
Q4 2015$8,0000.0%1240.0%0.00%0.0%
Q3 2015$8,000
-90.9%
124
-90.1%
0.00%
-91.3%
Q2 2015$88,000
-2.2%
1,2530.0%0.05%
-2.1%
Q1 2015$90,000
+1.1%
1,2530.0%0.05%
-2.1%
Q4 2014$89,000
+15.6%
1,253
+5.2%
0.05%
+9.1%
Q3 2014$77,000
-7.2%
1,1910.0%0.04%
-6.4%
Q2 2014$83,000
+2.5%
1,1910.0%0.05%
-2.1%
Q1 2014$81,000
+1925.0%
1,191
+1821.0%
0.05%
+1500.0%
Q4 2013$4,000620.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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