Cetera Investment Advisers - 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
Cetera Investment Advisers ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,155,075
-6.0%
111,882
-4.1%
0.03%
-3.6%
Q2 2023$3,357,773
-16.1%
116,630
-16.7%
0.03%
-20.0%
Q1 2023$4,000,133
+21.8%
140,061
+21.3%
0.04%
+16.7%
Q4 2022$3,284,124
+170.7%
115,476
+145.1%
0.03%
+25.0%
Q3 2022$1,213,000
+16.1%
47,106
+27.2%
0.02%
+41.2%
Q2 2022$1,045,000
-12.2%
37,025
-0.9%
0.02%0.0%
Q1 2022$1,190,000
-6.2%
37,354
-3.2%
0.02%
-5.6%
Q4 2021$1,268,000
+9.3%
38,597
+2.6%
0.02%0.0%
Q3 2021$1,160,000
+15.7%
37,613
+19.6%
0.02%
+12.5%
Q2 2021$1,003,000
+14.1%
31,447
+11.5%
0.02%
-5.9%
Q1 2021$879,000
+20.9%
28,204
+3.2%
0.02%
+21.4%
Q4 2020$727,000
+187.4%
27,337
+194.1%
0.01%
-57.6%
Q2 2019$253,000
+2.0%
9,296
+4.0%
0.03%
-5.7%
Q1 2019$248,000
+21.6%
8,938
+8.1%
0.04%
+6.1%
Q4 2018$204,000
-45.5%
8,269
-34.1%
0.03%
-38.9%
Q3 2018$374,00012,5560.05%
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