NewEdge Advisors, LLC - 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
NewEdge Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$154,714
-39.2%
5,486
-37.9%
0.00%
-33.3%
Q2 2023$254,343
-34.5%
8,834
-35.0%
0.00%
-40.0%
Q1 2023$388,251
+408585.3%
13,594
+306.4%
0.01%
Q4 2022$95
-100.0%
3,345
-57.6%
0.00%
-100.0%
Q4 2020$210,000
-16.7%
7,884
-33.9%
0.01%
-30.0%
Q2 2020$252,000
-62.6%
11,919
-68.2%
0.01%
-68.8%
Q1 2020$674,000
-49.6%
37,423
-19.8%
0.03%
-39.6%
Q4 2019$1,337,000
-10.1%
46,646
-14.2%
0.05%
-19.7%
Q3 2019$1,488,000
-0.7%
54,374
-1.6%
0.07%
-28.3%
Q2 2019$1,498,000
+3.2%
55,248
+4.9%
0.09%
-2.1%
Q1 2019$1,451,000
+9.8%
52,681
-2.2%
0.09%
+10.6%
Q4 2018$1,321,000
-28.5%
53,854
-13.4%
0.08%
-40.1%
Q3 2018$1,847,000
+34.5%
62,184
+34.9%
0.14%
+13.6%
Q2 2018$1,373,000
+121.8%
46,107
+100.1%
0.12%
+76.1%
Q1 2018$619,000
-1.0%
23,038
+7.5%
0.07%
-16.5%
Q4 2017$625,000
-98.8%
21,423
+3116.7%
0.08%
+844.4%
Q2 2017$53,200,0006660.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 550,472$17,555,00012.97%
EisnerAmper Wealth Management Corporate Benefits, LLC 444,654$14,180,0007.16%
HC Advisors, LLC 162,508$5,182,0003.19%
Pasadena Private Wealth, LLC 182,868$5,832,0002.00%
Key FInancial Inc 113,566$3,571,0002.00%
JNBA Financial Advisors 374,475$11,942,0001.62%
HC FINANCIAL ADVISORS INC 82,943$2,645,0001.54%
WealthTrust Asset Management, LLC 55,577$1,772,0001.54%
Private Portfolio Partners LLC 123,437$3,936,4351.14%
Financial Planning & Information Services, Inc. 101,954$3,251,0000.95%
View complete list of WISDOMTREE TR shareholders