Private Vista, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 241 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
Private Vista, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$431,000
-70.3%
20,332
-74.7%
0.21%
-61.8%
Q1 2020$1,449,000
-49.5%
80,424
-19.6%
0.55%
-29.2%
Q4 2019$2,868,000
-12.0%
100,056
-16.1%
0.77%
-10.6%
Q3 2019$3,260,000
-2.4%
119,215
-3.3%
0.86%
+3.5%
Q2 2019$3,341,000
-3.5%
123,294
-1.9%
0.84%
-1.8%
Q1 2019$3,461,000
-13.0%
125,684
-22.5%
0.85%
-8.0%
Q4 2018$3,980,000
-20.4%
162,253
-3.6%
0.92%
-9.7%
Q3 2018$5,002,000
-13.0%
168,371
-13.2%
1.02%
-22.9%
Q2 2018$5,750,000
-10.2%
193,942
-17.0%
1.33%
-28.9%
Q1 2018$6,404,000
-18.1%
233,709
-13.1%
1.87%
-20.3%
Q4 2017$7,816,000
-15.7%
269,043
+143.7%
2.35%
+15.6%
Q3 2017$9,277,000
-10.4%
110,397
-12.6%
2.03%
-18.9%
Q2 2017$10,352,000
-22.7%
126,344
-22.8%
2.50%
-24.8%
Q1 2017$13,391,000
-26.2%
163,755
-27.3%
3.33%
-37.1%
Q4 2016$18,152,000
-6.7%
225,270
-18.6%
5.29%
+7.3%
Q3 2016$19,457,000
-2.5%
276,624
+1.2%
4.93%
-26.2%
Q2 2016$19,956,000
+6.7%
273,355
+3.1%
6.67%
+0.3%
Q1 2016$18,700,000
+40.7%
265,083
+14.5%
6.65%
+10.2%
Q4 2015$13,288,000231,4216.03%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 505,750$9,113,631,00011.58%
EisnerAmper Wealth Management Corporate Benefits, LLC 397,375$7,161,0004.86%
Stevard, LLC 161,435$4,097,0002.64%
CAPITAL WEALTH MANAGEMENT, LLC 99,748$1,798,0002.25%
Starfire Investment Advisers, Inc. 219,761$3,960,0002.18%
Opus Capital Group, LLC 284,341$5,124,0001.81%
Salomon & Ludwin, LLC 370,598$6,678,0001.72%
BCS Wealth Management 135,492$2,442,0001.71%
HC FINANCIAL ADVISORS INC 97,184$1,751,0001.56%
John W. Brooker & Co., CPAs 104,393$1,881,0001.36%
View complete list of WISDOMTREE TR shareholders