INSPIRION WEALTH ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
INSPIRION WEALTH ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,364,288
-2.7%
48,379
-0.6%
0.27%
-1.1%
Q2 2023$1,401,468
-1.3%
48,679
-2.1%
0.27%
-5.6%
Q1 2023$1,420,432
-0.5%
49,735
-0.9%
0.28%
-5.6%
Q4 2022$1,426,977
+9.8%
50,175
-0.7%
0.30%
+3.1%
Q3 2022$1,300,000
-27.1%
50,517
-20.1%
0.29%
-25.1%
Q2 2022$1,783,000
-11.5%
63,196
-0.1%
0.39%
-5.1%
Q1 2022$2,015,000
-5.4%
63,233
-2.4%
0.41%
-8.2%
Q4 2021$2,130,000
+33.4%
64,811
+25.1%
0.45%
+22.3%
Q3 2021$1,597,000
-5.7%
51,808
-2.4%
0.37%
-12.0%
Q2 2021$1,694,000
+2.4%
53,1070.0%0.42%
-4.8%
Q1 2021$1,654,000
+16.9%
53,107
-0.1%
0.44%
+10.1%
Q4 2020$1,415,000
+21.1%
53,184
-4.0%
0.40%
-0.7%
Q3 2020$1,168,000
-52.0%
55,414
-51.7%
0.40%
-58.0%
Q2 2020$2,431,000
+11.2%
114,772
-5.4%
0.95%
-11.6%
Q1 2020$2,187,000
-39.3%
121,375
-3.4%
1.08%
-11.3%
Q4 2019$3,603,000
+3.4%
125,617
-1.3%
1.22%
-20.3%
Q3 2019$3,484,000
-0.5%
127,282
-1.4%
1.53%
+1.0%
Q2 2019$3,500,000
-1.3%
129,117
+0.3%
1.51%
-3.8%
Q1 2019$3,546,000
+10.1%
128,772
-1.9%
1.57%
-2.4%
Q4 2018$3,221,000
-9.1%
131,316
+10.1%
1.61%
+7.0%
Q3 2018$3,544,000
+0.4%
119,280
+0.2%
1.50%
-9.6%
Q2 2018$3,529,000
+7.6%
119,018
-0.5%
1.66%
+3.7%
Q1 2018$3,279,000
-6.9%
119,676
-1.3%
1.60%
-6.3%
Q4 2017$3,523,000
+3.4%
121,287
+199.0%
1.71%
-1.0%
Q3 2017$3,408,000
+4.0%
40,560
-0.4%
1.73%
-2.9%
Q2 2017$3,277,000
+1.8%
40,721
+2.0%
1.78%
-2.3%
Q1 2017$3,219,000
-4.1%
39,924
-1.6%
1.82%
-14.5%
Q4 2016$3,357,000
+36.7%
40,586
+24.4%
2.13%
+33.7%
Q3 2016$2,455,000
+3.8%
32,637
-1.1%
1.59%
+3.0%
Q2 2016$2,364,000
+5.7%
32,990
+1.3%
1.54%
-1.5%
Q1 2016$2,237,000
+11.5%
32,553
+5.4%
1.57%
+6.5%
Q4 2015$2,006,000
+2.9%
30,892
-0.2%
1.47%
-4.4%
Q3 2015$1,950,000
-6.0%
30,945
+5.1%
1.54%
+0.4%
Q2 2015$2,074,000
-2.5%
29,442
-0.3%
1.53%
-10.4%
Q1 2015$2,128,000
-1.0%
29,521
-2.6%
1.71%
-14.0%
Q4 2014$2,149,00030,2981.99%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
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