Integrated Advisors Network LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 263 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Integrated Advisors Network LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$368,010
-10.1%
13,050
-8.2%
0.02%
-8.3%
Q2 2023$409,262
+4.5%
14,215
+3.7%
0.02%0.0%
Q1 2023$391,503
+2.9%
13,708
+2.5%
0.02%
-4.0%
Q4 2022$380,476
+18.5%
13,378
+7.3%
0.02%
+13.6%
Q3 2022$321,000
-8.8%
12,469
+0.1%
0.02%
-4.3%
Q2 2022$352,000
-11.3%
12,462
+0.1%
0.02%0.0%
Q1 2022$397,000
-0.8%
12,455
+2.3%
0.02%
-4.2%
Q4 2021$400,000
+6.7%
12,177
+0.1%
0.02%
-4.0%
Q3 2021$375,000
-3.4%
12,168
+0.0%
0.02%
-13.8%
Q2 2021$388,000
+2.4%
12,162
+0.0%
0.03%
-17.1%
Q1 2021$379,000
+17.7%
12,157
+0.4%
0.04%0.0%
Q4 2020$322,000
+37.6%
12,105
+9.1%
0.04%
+16.7%
Q3 2020$234,000
-0.4%
11,097
+0.1%
0.03%
+7.1%
Q2 2020$235,000
+15.2%
11,090
-2.1%
0.03%
-30.0%
Q1 2020$204,0000.0%11,332
+59.0%
0.04%
+42.9%
Q4 2019$204,0007,1290.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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