IFP Advisors, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 188 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$812,395
-53.0%
28,809
-51.7%
0.04%
-2.6%
Q2 2023$1,729,961
+88.8%
59,624
+90.3%
0.04%
-5.0%
Q1 2023$916,223
+90525.4%
31,335
-8.7%
0.04%
+48.1%
Q4 2022$1,011
-99.9%
34,333
-31.9%
0.03%
-30.8%
Q3 2022$1,480,000
+3.7%
50,394
+3.8%
0.04%
-13.3%
Q2 2022$1,427,000
-52.8%
48,548
-52.8%
0.04%
+18.4%
Q1 2022$3,022,000
+60.8%
102,752
+80.1%
0.04%
+2.7%
Q4 2021$1,879,000
+5.7%
57,062
-0.8%
0.04%
+2.8%
Q3 2021$1,778,000
-3.7%
57,538
-0.7%
0.04%
-5.3%
Q2 2021$1,846,000
+2.1%
57,951
+0.0%
0.04%
+8.6%
Q1 2021$1,808,000
-45.5%
57,940
-53.6%
0.04%
-74.1%
Q4 2020$3,320,000
+6.0%
124,738
-16.1%
0.14%
-27.8%
Q3 2020$3,131,000
-11.7%
148,598
-12.1%
0.19%
-33.5%
Q2 2020$3,545,000
+7.6%
169,099
-4.9%
0.28%
-15.6%
Q1 2020$3,296,000
-23.5%
177,880
+17.9%
0.33%
+2.8%
Q4 2019$4,309,000
+3.6%
150,894
-0.8%
0.32%
+16.1%
Q3 2019$4,160,000
+137.6%
152,180
+139.0%
0.28%
+16.7%
Q1 2019$1,751,000
+47.6%
63,686
+31.2%
0.24%
+231.9%
Q4 2018$1,186,000
+2.2%
48,523
+24.3%
0.07%
+53.2%
Q3 2018$1,160,000
-0.3%
39,039
-0.5%
0.05%
-4.1%
Q2 2018$1,163,000
-10.9%
39,219
-12.8%
0.05%
-16.9%
Q1 2018$1,306,0000.0%44,9740.0%0.06%0.0%
Q4 2017$1,306,000
+4.3%
44,974
+201.8%
0.06%
+18.0%
Q3 2017$1,252,000
+209.9%
14,904
+196.8%
0.05%
+194.1%
Q2 2017$404,000
-23.0%
5,022
-22.9%
0.02%
-26.1%
Q1 2017$525,000
+25.9%
6,514
+29.2%
0.02%
+15.0%
Q4 2016$417,000
+20.2%
5,042
+9.2%
0.02%
+11.1%
Q3 2016$347,000
+0.9%
4,616
-3.8%
0.02%
-5.3%
Q2 2016$344,000
-80.4%
4,796
-92.5%
0.02%
-92.1%
Q1 2016$1,751,000
+459.4%
63,686
+1223.2%
0.24%
+1038.1%
Q4 2015$313,0004,8130.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 103,182$8,670,0007.46%
Cranberry Lake Advisors LLC 113,755$9,559,0006.05%
Starfire Investment Advisers, Inc. 110,768$9,307,0005.64%
TMD & ASSOCIATES, INC 51,393$4,319,0004.00%
Opus Capital Group, LLC 132,423$11,128,0002.53%
Jacobus Wealth Management, Inc. 107,348$9,020,0002.36%
Private Vista, LLC 110,397$9,277,0002.03%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 31,896$2,680,0001.89%
INSPIRION WEALTH ADVISORS, LLC 40,560$3,408,0001.73%
PALLADIUM PARTNERS LLC 267,441$22,474,0001.71%
View complete list of WISDOMTREE TR shareholders