Fragasso Group Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 253 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Fragasso Group Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$241,000
+0.8%
7,560
-1.5%
0.03%
-5.9%
Q1 2021$239,000
+17.2%
7,673
+0.1%
0.03%
+13.3%
Q4 2020$204,000
-44.7%
7,669
-56.2%
0.03%
-51.6%
Q3 2020$369,000
-12.8%
17,494
-5.8%
0.06%
-13.9%
Q2 2020$423,000
+36.9%
18,580
+8.2%
0.07%
+2.9%
Q1 2020$309,000
-48.9%
17,170
-18.6%
0.07%
-31.4%
Q4 2019$605,000
+8.2%
21,084
+3.3%
0.10%
-1.9%
Q3 2019$559,000
-0.7%
20,412
-1.8%
0.10%
-6.3%
Q2 2019$563,000
-14.8%
20,779
-13.5%
0.11%
-21.3%
Q1 2019$661,000
+3.9%
24,010
-7.5%
0.14%
-0.7%
Q4 2018$636,000
-3.5%
25,945
+9.7%
0.14%
-11.2%
Q3 2018$659,000
-6.7%
23,657
-0.7%
0.16%
-12.1%
Q2 2018$706,000
-8.3%
23,817
-15.2%
0.18%
-4.7%
Q1 2018$770,000
+12.6%
28,084
+19.3%
0.19%
+15.1%
Q4 2017$684,000
+10.3%
23,548
+219.3%
0.17%
-11.2%
Q3 2017$620,000
-24.3%
7,375
-27.6%
0.19%
-25.2%
Q2 2017$819,000
-7.1%
10,181
-7.0%
0.25%
-10.7%
Q1 2017$882,000
-3.0%
10,946
-0.5%
0.28%
-7.3%
Q4 2016$909,000
-0.4%
10,996
-9.5%
0.30%
-7.4%
Q3 2016$913,000
+5.5%
12,146
+0.5%
0.33%
+0.6%
Q2 2016$865,000
+3.7%
12,081
-0.5%
0.32%
-0.9%
Q1 2016$834,00012,1370.33%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 341,265$9,351,00019.28%
EisnerAmper Wealth Management Corporate Benefits, LLC 313,153$8,580,0007.20%
Starfire Investment Advisers, Inc. 326,609$8,949,0004.66%
Seneca House Advisors 145,267$3,980,0003.33%
CAPITAL WEALTH MANAGEMENT, LLC 125,031$3,426,0003.21%
Fluent Financial, LLC 143,748$3,920,0002.72%
Opus Capital Group, LLC 378,738$10,378,0002.61%
HC FINANCIAL ADVISORS INC 79,575$2,180,0002.15%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 112,073$3,071,0002.03%
Private Vista, LLC 233,709$6,404,0001.87%
View complete list of WISDOMTREE TR shareholders