Sunbelt Securities, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 240 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sunbelt Securities, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$680,974
-6.0%
24,148
-4.0%
0.09%
-9.6%
Q2 2023$724,308
+2.6%
25,158
+0.0%
0.10%
-8.8%
Q1 2023$706,221
+2.9%
25,150
+4.2%
0.11%
-14.9%
Q4 2022$686,485
+10.5%
24,138
+0.0%
0.13%
+2.3%
Q3 2022$621,000
-8.8%
24,128
+0.0%
0.13%
-9.0%
Q2 2022$681,000
-15.9%
24,120
-4.3%
0.14%
-2.7%
Q1 2022$810,000
-41.6%
25,206
-42.2%
0.15%
-34.2%
Q4 2021$1,386,000
-7.9%
43,573
-10.4%
0.22%
-17.0%
Q3 2021$1,505,0000.0%48,6300.0%0.27%0.0%
Q2 2021$1,505,000
-4.6%
48,630
-4.0%
0.27%
-12.9%
Q1 2021$1,578,000
+17.1%
50,6670.0%0.31%
+11.5%
Q4 2020$1,348,000
-8.8%
50,667
-27.7%
0.28%
-32.1%
Q3 2020$1,478,000
-0.5%
70,1210.0%0.41%
-19.4%
Q2 2020$1,485,000
+16.3%
70,121
-1.0%
0.51%
+827.3%
Q1 2020$1,277,000
-51.0%
70,840
-22.1%
0.06%
-80.0%
Q4 2019$2,608,000
-2.2%
90,923
-6.7%
0.28%
-8.0%
Q3 2019$2,666,000
+31.3%
97,423
+30.0%
0.30%
-66.1%
Q2 2019$2,031,000
-4.7%
74,923
-3.2%
0.88%
-17.2%
Q1 2019$2,132,000
+12.3%
77,4230.0%1.07%
-3.6%
Q4 2018$1,899,000
-18.3%
77,423
-1.0%
1.11%
-11.1%
Q3 2018$2,323,000
+13.3%
78,203
+13.1%
1.24%
+1.4%
Q2 2018$2,050,000
-97.8%
69,140
+5986.3%
1.23%
+967.0%
Q4 2016$93,972,0001,1360.12%
Other shareholders
WISDOMTREE TR shareholders Q3 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