Wealthspire Advisors, L.P. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 248 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.3%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2019$83,000
+12.2%
3,0000.0%0.01%
-14.3%
Q4 2018$74,000
-16.9%
3,0000.0%0.01%0.0%
Q3 2018$89,0000.0%3,0000.0%0.01%
-12.5%
Q2 2018$89,000
+8.5%
3,0000.0%0.01%0.0%
Q1 2018$82,000
-5.7%
3,0000.0%0.01%0.0%
Q4 2017$87,000
+3.6%
3,000
+200.0%
0.01%
-11.1%
Q3 2017$84,000
+5.0%
1,0000.0%0.01%0.0%
Q2 2017$80,000
-1.2%
1,0000.0%0.01%
-25.0%
Q1 2017$81,000
-2.4%
1,0000.0%0.01%0.0%
Q4 2016$83,000
+10.7%
1,0000.0%0.01%0.0%
Q3 2016$75,000
+4.2%
1,0000.0%0.01%0.0%
Q2 2016$72,000
+4.3%
1,0000.0%0.01%0.0%
Q1 2016$69,000
+6.2%
1,0000.0%0.01%0.0%
Q4 2015$65,0001,0000.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2019
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