Intercontinental Wealth Advisors, 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
Intercontinental Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$1,671,318
+0.8%
58,052
+0.0%
0.40%
-5.9%
Q1 2023$1,657,889
+0.4%
58,049
+0.0%
0.42%
-13.6%
Q4 2022$1,650,885
+10.5%
58,048
+0.0%
0.49%
+4.7%
Q3 2022$1,494,000
-8.8%
58,044
+0.0%
0.47%
+5.6%
Q2 2022$1,638,000
-11.5%
58,042
+0.0%
0.44%
+5.5%
Q1 2022$1,850,000
-3.5%
58,039
-0.5%
0.42%
+4.2%
Q4 2021$1,918,000
+4.6%
58,354
-1.9%
0.40%
-5.6%
Q3 2021$1,834,000
-3.3%
59,476
+0.0%
0.43%
+13.8%
Q2 2021$1,897,000
+1.1%
59,474
-1.3%
0.38%
-7.8%
Q1 2021$1,876,000
+14.3%
60,237
-2.3%
0.41%
+3.6%
Q4 2020$1,641,000
+25.2%
61,676
-0.8%
0.39%
+2.6%
Q3 2020$1,311,000
-1.9%
62,173
-1.5%
0.38%
-11.7%
Q2 2020$1,337,000
+14.5%
63,102
-2.6%
0.44%
-29.5%
Q1 2020$1,168,000
+10.1%
64,802
+69.9%
0.62%
-30.2%
Q4 2019$1,061,000
-42.5%
38,146
-43.5%
0.88%
-22.1%
Q3 2019$1,846,000
+0.4%
67,456
-0.6%
1.14%
+19.5%
Q2 2019$1,839,000
-1.6%
67,8410.0%0.95%
+2.6%
Q1 2019$1,868,000
+10.6%
67,841
-1.5%
0.93%
-1.8%
Q4 2018$1,689,000
-21.9%
68,841
-5.4%
0.94%
-13.0%
Q3 2018$2,162,000
+0.2%
72,7540.0%1.08%
-9.6%
Q2 2018$2,157,000
+3.6%
72,754
-4.3%
1.20%
-0.7%
Q1 2018$2,083,000
-8.0%
76,026
-2.5%
1.21%
-4.9%
Q4 2017$2,265,000
+7.0%
77,976
+209.5%
1.27%
-1.8%
Q3 2017$2,117,000
+27.2%
25,192
+21.8%
1.29%
+20.9%
Q2 2017$1,664,000
+22.8%
20,677
+23.0%
1.07%
+31.5%
Q1 2017$1,355,000
+31.4%
16,812
+34.9%
0.81%
+22.3%
Q4 2016$1,031,000
+132.7%
12,464
+111.4%
0.66%
+110.4%
Q3 2016$443,000
+67.2%
5,895
+59.3%
0.32%
+62.1%
Q2 2016$265,0003,7000.20%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 341,265$9,351,00019.28%
EisnerAmper Wealth Management Corporate Benefits, LLC 313,153$8,580,0007.20%
Starfire Investment Advisers, Inc. 326,609$8,949,0004.66%
Seneca House Advisors 145,267$3,980,0003.33%
CAPITAL WEALTH MANAGEMENT, LLC 125,031$3,426,0003.21%
Fluent Financial, LLC 143,748$3,920,0002.72%
Opus Capital Group, LLC 378,738$10,378,0002.61%
HC FINANCIAL ADVISORS INC 79,575$2,180,0002.15%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 112,073$3,071,0002.03%
Private Vista, LLC 233,709$6,404,0001.87%
View complete list of WISDOMTREE TR shareholders