Sowell Financial Services LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 253 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$309,000
-11.0%
10,965
-9.0%
0.02%0.0%
Q2 2023$347,000
+95756.4%
12,047
-5.5%
0.02%
-17.4%
Q4 2022$362
-99.9%
12,745
+6.2%
0.02%
-25.8%
Q3 2022$309,000
-13.7%
12,004
+10.1%
0.03%
+47.6%
Q4 2021$358,000
-90.3%
10,902
-90.6%
0.02%
-91.4%
Q2 2021$3,681,000
+2.7%
115,440
+6.1%
0.24%
+95.2%
Q1 2021$3,585,000
+2595.5%
108,831
+2083.6%
0.12%
+1983.3%
Q4 2020$133,000
+92.8%
4,984
+53.0%
0.01%
+100.0%
Q3 2020$69,000
-40.0%
3,258
-39.9%
0.00%
-50.0%
Q2 2020$115,000
-14.2%
5,424
-26.8%
0.01%
-40.0%
Q1 2020$134,000
-39.6%
7,412
-4.4%
0.01%
-41.2%
Q4 2019$222,000
+2.8%
7,757
-1.6%
0.02%
-5.6%
Q3 2019$216,000
-50.0%
7,882
-49.7%
0.02%
-62.5%
Q1 2019$432,000
+4.3%
15,670
-7.2%
0.05%
-18.6%
Q4 2018$414,00016,8840.06%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 525,546$15,072,686,00013.60%
EisnerAmper Wealth Management Corporate Benefits, LLC 385,705$11,062,0007.58%
Seneca House Advisors 141,579$4,060,0003.51%
CAPITAL WEALTH MANAGEMENT, LLC 107,978$3,097,0003.16%
Starfire Investment Advisers, Inc. 487,852$13,990,0002.67%
BCS Wealth Management 136,192$3,906,0002.60%
Opus Capital Group, LLC 307,223$8,811,0002.59%
HC FINANCIAL ADVISORS INC 98,029$2,811,0002.21%
Salomon & Ludwin, LLC 377,364$10,823,0002.15%
Stevard, LLC 111,406$3,195,0002.01%
View complete list of WISDOMTREE TR shareholders