Evanson Asset Management, LLC - 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
Evanson Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,727,411
-5.9%
96,717
-4.0%
0.25%
-4.9%
Q2 2023$2,899,911
-4.6%
100,726
-5.3%
0.26%
-12.3%
Q1 2023$3,038,535
+8.3%
106,391
+7.8%
0.30%
-0.3%
Q4 2022$2,806,577
+9.3%
98,684
-1.0%
0.30%
+0.3%
Q3 2022$2,567,000
-10.3%
99,709
-1.7%
0.30%
-4.4%
Q2 2022$2,863,000
-15.1%
101,442
-4.1%
0.32%
-4.0%
Q1 2022$3,373,000
-3.5%
105,831
-0.5%
0.33%
+5.5%
Q4 2021$3,496,000
-12.7%
106,394
-15.6%
0.31%
-24.3%
Q3 2021$4,004,000
+0.4%
126,078
+0.8%
0.41%
-1.0%
Q2 2021$3,990,000
-0.2%
125,109
-2.5%
0.42%
-29.7%
Q1 2021$3,996,000
+13.3%
128,289
-3.3%
0.59%
+5.2%
Q4 2020$3,528,000
+26.5%
132,645
+0.2%
0.56%
+11.3%
Q3 2020$2,790,000
-5.8%
132,355
-5.4%
0.50%
-14.1%
Q2 2020$2,962,000
+11.2%
139,842
-5.4%
0.59%
-7.6%
Q1 2020$2,663,000
-37.1%
147,772
+0.1%
0.64%
-23.7%
Q4 2019$4,235,000
+5.2%
147,678
+0.4%
0.83%
+0.6%
Q3 2019$4,026,000
-1.3%
147,102
-2.3%
0.83%
+0.4%
Q2 2019$4,080,000
-2.0%
150,497
-0.5%
0.82%
-4.2%
Q1 2019$4,164,000
+7.2%
151,201
-4.5%
0.86%
-3.0%
Q4 2018$3,884,000
-25.8%
158,354
-10.1%
0.89%
-16.6%
Q3 2018$5,233,000
-17.0%
176,120
-17.2%
1.06%
-15.0%
Q2 2018$6,308,000
+4.1%
212,744
-3.8%
1.25%
+0.3%
Q1 2018$6,062,000
-9.7%
221,261
-4.3%
1.25%
-8.4%
Q4 2017$6,714,000
+2.6%
231,134
+196.9%
1.36%
-2.6%
Q3 2017$6,541,000
-1.4%
77,842
-5.6%
1.40%
-8.4%
Q2 2017$6,636,000
+7.5%
82,460
+7.7%
1.53%
+0.3%
Q1 2017$6,172,000
-0.5%
76,561
+2.0%
1.52%
-11.8%
Q4 2016$6,206,000
+9.8%
75,027
-0.2%
1.73%
+7.3%
Q3 2016$5,653,000
+9.0%
75,158
+3.9%
1.61%
+2.7%
Q2 2016$5,185,000
+24.8%
72,360
+19.6%
1.57%
+10.3%
Q1 2016$4,156,000
-5.0%
60,479
-10.2%
1.42%
-10.8%
Q4 2015$4,375,000
-0.1%
67,373
-3.1%
1.60%
-2.9%
Q3 2015$4,378,000
-14.5%
69,502
-4.4%
1.64%
-8.0%
Q2 2015$5,120,000
+8.5%
72,684
+11.0%
1.78%
+5.7%
Q1 2015$4,721,000
+7.4%
65,503
+5.6%
1.69%
+4.1%
Q4 2014$4,397,000
+44.4%
62,002
+32.3%
1.62%
+30.9%
Q3 2014$3,044,000
-4.1%
46,867
+3.4%
1.24%
+0.9%
Q2 2014$3,175,000
+5.8%
45,336
+3.1%
1.23%
-6.7%
Q1 2014$3,000,000
+34.1%
43,952
+33.2%
1.32%
+32.2%
Q4 2013$2,237,00033,0021.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 505,750$9,113,631,00011.58%
EisnerAmper Wealth Management Corporate Benefits, LLC 397,375$7,161,0004.86%
Stevard, LLC 161,435$4,097,0002.64%
CAPITAL WEALTH MANAGEMENT, LLC 99,748$1,798,0002.25%
Starfire Investment Advisers, Inc. 219,761$3,960,0002.18%
Opus Capital Group, LLC 284,341$5,124,0001.81%
Salomon & Ludwin, LLC 370,598$6,678,0001.72%
BCS Wealth Management 135,492$2,442,0001.71%
HC FINANCIAL ADVISORS INC 97,184$1,751,0001.56%
John W. Brooker & Co., CPAs 104,393$1,881,0001.36%
View complete list of WISDOMTREE TR shareholders