Wealthcare Advisory Partners LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,446,816
-2.6%
122,228
-0.6%
0.16%0.0%
Q2 2023$3,539,803
-1.9%
122,953
-2.7%
0.16%
+1.9%
Q1 2023$3,607,164
+2.7%
126,301
+2.3%
0.16%
-7.7%
Q4 2022$3,512,950
+22.6%
123,521
+11.0%
0.17%
+3.1%
Q3 2022$2,865,000
-12.9%
111,300
-4.5%
0.16%
-18.1%
Q2 2022$3,290,000
+54.0%
116,589
+73.9%
0.20%
+53.1%
Q1 2022$2,137,000
+50.6%
67,038
+55.2%
0.13%
+52.9%
Q4 2021$1,419,000
-33.8%
43,184
-37.9%
0.08%
-39.3%
Q3 2021$2,145,000
-9.0%
69,586
-5.8%
0.14%
-11.4%
Q2 2021$2,356,000
+11.3%
73,883
+8.7%
0.16%
+3.3%
Q1 2021$2,117,000
+18.3%
67,954
+1.0%
0.15%
-3.8%
Q4 2020$1,789,000
+15.8%
67,265
-8.3%
0.16%
-5.9%
Q3 2020$1,545,000
-10.8%
73,314
-10.4%
0.17%
-21.8%
Q2 2020$1,733,000
+33.5%
81,825
+13.6%
0.22%
+13.7%
Q1 2020$1,298,000
-26.4%
72,029
+17.2%
0.19%
-15.2%
Q4 2019$1,763,000
+7.0%
61,457
+2.2%
0.22%
-6.3%
Q3 2019$1,647,000
+9.8%
60,158
+8.7%
0.24%
+0.4%
Q2 2019$1,500,000
+2.5%
55,337
+4.1%
0.24%
-4.8%
Q1 2019$1,463,000
+26.8%
53,140
+13.0%
0.25%
+11.6%
Q4 2018$1,154,000
-16.5%
47,046
+1.1%
0.22%
-11.8%
Q3 2018$1,382,000
+3.5%
46,526
+3.3%
0.25%
-3.1%
Q2 2018$1,335,000
+12.2%
45,029
+3.7%
0.26%
-2.6%
Q1 2018$1,190,000
-4.4%
43,439
+1.3%
0.27%
-15.9%
Q4 2017$1,245,000
+10.6%
42,862
+219.8%
0.32%
-4.5%
Q3 2017$1,126,000
+815.4%
13,402
+683.7%
0.34%
+285.1%
Q2 2016$123,0001,7100.09%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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