PERSONAL CFO SOLUTIONS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 264 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PERSONAL CFO SOLUTIONS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$264,464
-32.5%
8,490
-29.2%
0.04%
-32.8%
Q1 2024$391,833
+1.6%
11,9900.0%0.06%
-9.0%
Q4 2023$385,718
+14.1%
11,9900.0%0.07%0.0%
Q3 2023$338,118
+8.8%
11,990
+11.1%
0.07%
+6.3%
Q2 2023$310,644
+11.1%
10,790
+10.2%
0.06%
+8.6%
Q1 2023$279,602
+6.7%
9,790
+5.4%
0.06%
-4.9%
Q2 2022$262,000
-20.1%
9,290
-9.7%
0.06%
-6.2%
Q1 2022$328,000
-10.4%
10,290
-7.7%
0.06%
-5.8%
Q4 2021$366,000
-3.2%
11,152
-9.0%
0.07%
-10.4%
Q3 2021$378,000
-3.3%
12,2520.0%0.08%
-3.8%
Q2 2021$391,000
-5.3%
12,252
-7.5%
0.08%
-10.1%
Q1 2021$413,000
+11.3%
13,252
-5.1%
0.09%
-3.3%
Q4 2020$371,00013,959
+0.1%
0.09%
Q3 2020$0
-100.0%
13,9520.0%0.00%
-100.0%
Q2 2020$296,000
+11.3%
13,952
-5.4%
0.09%
-8.3%
Q1 2020$266,000
-47.7%
14,752
-16.9%
0.10%
-34.2%
Q4 2019$509,000
+42.6%
17,752
+36.0%
0.15%
+2.8%
Q3 2019$357,00013,0520.14%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
Guild Investment Management, Inc. 104,100$8,611,0007.82%
HENGEHOLD CAPITAL MANAGEMENT LLC 270,624$22,386,0006.83%
EisnerAmper Wealth Management Corporate Benefits, LLC 92,977$7,691,0006.60%
FundX Investment Group, LLC 218,332$18,060,0006.32%
Cranberry Lake Advisors LLC 108,755$8,996,0005.71%
Private Vista, LLC 225,270$18,152,0005.29%
Starfire Investment Advisers, Inc. 108,947$9,012,178,0005.14%
Pointe Capital Management LLC 108,947$9,012,178,0005.14%
TMD & ASSOCIATES, INC 49,485$4,093,0003.55%
Live Your Vision, LLC 87,499$7,238,0003.08%
View complete list of WISDOMTREE TR shareholders