Private Ocean, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 248 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.3%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$50,650
-4.7%
1,6260.0%0.00%
-33.3%
Q1 2024$53,138
+1.6%
1,6260.0%0.01%
+20.0%
Q4 2023$52,308
+14.1%
1,6260.0%0.01%
-16.7%
Q3 2023$45,853
-2.1%
1,6260.0%0.01%0.0%
Q2 2023$46,813
+0.8%
1,6260.0%0.01%0.0%
Q1 2023$46,439
+0.4%
1,6260.0%0.01%0.0%
Q4 2022$46,244
+12.8%
1,6260.0%0.01%0.0%
Q3 2022$41,000
-8.9%
1,6260.0%0.01%
-14.3%
Q2 2022$45,000
-13.5%
1,6260.0%0.01%
+16.7%
Q1 2022$52,000
-1.9%
1,6260.0%0.01%0.0%
Q4 2021$53,000
+6.0%
1,6260.0%0.01%0.0%
Q3 2021$50,000
-3.8%
1,6260.0%0.01%
-14.3%
Q2 2021$52,000
+2.0%
1,6260.0%0.01%
-22.2%
Q1 2021$51,000
+18.6%
1,6260.0%0.01%0.0%
Q4 2020$43,000
+26.5%
1,6260.0%0.01%
+12.5%
Q3 2020$34,000
-64.2%
1,626
-69.2%
0.01%
-69.2%
Q1 2020$95,000
-26.9%
5,276
+16.6%
0.03%
-18.8%
Q4 2019$130,000
+4.8%
4,5260.0%0.03%
+3.2%
Q3 2019$124,000
+1.6%
4,5260.0%0.03%
-6.1%
Q2 2019$122,000
-2.4%
4,5260.0%0.03%
-2.9%
Q1 2019$125,0004,5260.03%
Other shareholders
WISDOMTREE TR shareholders Q2 2019
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