Bison Wealth, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 243 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$171,000
-21.2%
5,555
-18.5%
0.08%
-17.9%
Q2 2021$217,000
+1.9%
6,813
-0.4%
0.10%
+4.4%
Q1 2021$213,000
+9.8%
6,837
-6.1%
0.09%0.0%
Q4 2020$194,000
+27.6%
7,278
+0.9%
0.09%
+2.2%
Q3 2020$152,0000.0%7,211
+0.2%
0.09%
-7.3%
Q2 2020$152,000
+16.0%
7,194
-1.2%
0.10%
+1.1%
Q1 2020$131,000
-26.8%
7,285
+16.6%
0.10%
+10.5%
Q4 2019$179,000
-13.9%
6,248
-17.8%
0.09%
-25.9%
Q3 2019$208,000
+2.0%
7,599
+1.2%
0.12%
-2.5%
Q2 2019$204,000
-1.0%
7,511
+0.5%
0.12%
-5.6%
Q1 2019$206,000
-9.6%
7,475
-2.8%
0.13%
-15.4%
Q3 2018$228,000
-3.4%
7,689
-3.6%
0.15%
-15.3%
Q2 2018$236,000
+4.4%
7,975
-3.4%
0.18%
+2.3%
Q1 2018$226,000
-6.6%
8,257
-1.0%
0.17%
-3.4%
Q4 2017$242,000
+3.9%
8,343
+201.2%
0.18%
-4.8%
Q3 2017$233,000
+2.2%
2,770
-2.2%
0.19%
-0.5%
Q2 2017$228,000
-3.4%
2,833
-3.4%
0.19%
-7.8%
Q1 2017$236,000
-11.9%
2,933
-9.3%
0.20%
-10.5%
Q4 2016$268,000
+9.8%
3,234
-0.3%
0.23%
+10.1%
Q3 2016$244,000
+5.6%
3,245
+0.2%
0.21%
+48.9%
Q2 2016$231,000
+2.2%
3,240
-1.6%
0.14%
-4.1%
Q1 2016$226,000
+1.8%
3,293
-3.8%
0.14%
+14.2%
Q4 2015$222,000
-4.7%
3,422
-7.6%
0.13%
-17.0%
Q3 2015$233,000
-20.5%
3,704
-11.0%
0.15%
-10.5%
Q2 2015$293,000
+5.4%
4,163
+8.1%
0.17%
+1.2%
Q1 2015$278,000
+23.6%
3,852
+21.7%
0.17%
-0.6%
Q4 2014$225,0003,1660.17%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
Del-Sette Capital Management, LLC 268,244$6,905,0008.16%
EisnerAmper Wealth Management Corporate Benefits, LLC 430,557$11,083,0006.32%
VAUGHAN & Co SECURITIES, INC. 266,144$6,851,0005.91%
Melone Private Wealth, LLC 121,871$3,275,0002.86%
HC Advisors, LLC 143,749$3,700,0002.55%
Key FInancial Inc 136,580$3,516,0001.65%
BCS Wealth Management 111,502$2,870,0001.35%
WEST BANCORPORATION INC 64,802$1,668,0001.24%
DB Wealth Management Group, LLC 63,579$1,637,0001.17%
Private Portfolio Partners LLC 158,792$4,087,3131.16%
View complete list of WISDOMTREE TR shareholders