Fragasso Group Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 263 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q4 2020
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