AE Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 247 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 0.61 and the average weighting 0.3%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$444,685
-96.5%
15,446
-96.6%
0.00%
-97.1%
Q2 2022$12,862,000
+1423.9%
455,769
+1674.5%
0.10%
+1616.7%
Q4 2021$844,000
+18.5%
25,684
+11.2%
0.01%0.0%
Q3 2021$712,000
-58.0%
23,100
-56.6%
0.01%
-60.0%
Q2 2021$1,696,000
+1.6%
53,175
-0.8%
0.02%
-11.8%
Q1 2021$1,670,000
-34.0%
53,610
-39.2%
0.02%
-69.1%
Q4 2019$2,530,000
+91.7%
88,207
+82.8%
0.06%
+44.7%
Q3 2019$1,320,00048,2420.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 531,373$11,254,00012.38%
EisnerAmper Wealth Management Corporate Benefits, LLC 421,029$8,917,0006.10%
HC Advisors, LLC 124,575$2,638,0002.18%
CAPITAL WEALTH MANAGEMENT, LLC 91,321$1,934,0002.06%
Starfire Investment Advisers, Inc. 200,393$4,244,0002.03%
Opus Capital Group, LLC 280,164$5,934,0001.82%
BCS Wealth Management 135,313$2,866,0001.72%
Key FInancial Inc 69,986$1,465,0001.68%
HC FINANCIAL ADVISORS INC 99,491$2,107,0001.65%
John W. Brooker & Co., CPAs 94,772$2,007,0001.43%
View complete list of WISDOMTREE TR shareholders