PrairieView Partners, LLC - 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
PrairieView Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$36
-2.7%
1,2980.0%0.01%0.0%
Q2 2023$370.0%1,2980.0%0.01%0.0%
Q1 2023$37
+2.8%
1,2980.0%0.01%0.0%
Q4 2022$36
-99.9%
1,2980.0%0.01%0.0%
Q3 2022$33,000
-10.8%
1,2980.0%0.01%
-16.7%
Q2 2022$37,000
-9.8%
1,2980.0%0.01%0.0%
Q1 2022$41,000
-4.7%
1,2980.0%0.01%0.0%
Q4 2021$43,000
+7.5%
1,2980.0%0.01%0.0%
Q3 2021$40,000
-11.1%
1,298
-7.2%
0.01%
-14.3%
Q2 2021$45,000
+2.3%
1,3980.0%0.01%0.0%
Q1 2021$44,000
+18.9%
1,3980.0%0.01%0.0%
Q4 2020$37,000
+27.6%
1,3980.0%0.01%
+16.7%
Q3 2020$29,000
-3.3%
1,3980.0%0.01%
-14.3%
Q2 2020$30,000
-40.0%
1,398
-50.0%
0.01%
+16.7%
Q1 2020$50,0002,7960.01%
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