Financial Advocates Investment Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 262 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
Financial Advocates Investment Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$584,920
+103.8%
20,567
+116.4%
0.04%
+120.0%
Q4 2020$287,000
+39.3%
9,502
+32.6%
0.02%
-9.1%
Q4 2019$206,000
+1.5%
7,167
-4.1%
0.02%
-8.3%
Q2 2019$203,000
-63.7%
7,473
-63.2%
0.02%
-65.7%
Q1 2019$559,000
-0.2%
20,293
-11.2%
0.07%
-7.9%
Q4 2018$560,000
-19.9%
22,840
-3.0%
0.08%
-2.6%
Q3 2018$699,000
-2.1%
23,548
-2.0%
0.08%
-9.3%
Q2 2018$714,000
+167.4%
24,027
+146.6%
0.09%
+145.7%
Q1 2018$267,000
-28.2%
9,742
-24.0%
0.04%
-31.4%
Q4 2017$372,00012,8120.05%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 336,435$9,265,0006.92%
Seneca House Advisors 148,064$4,078,0003.54%
HC FINANCIAL ADVISORS INC 115,686$3,186,0003.34%
Starfire Investment Advisers, Inc. 257,220$7,083,0003.25%
CAPITAL WEALTH MANAGEMENT, LLC 115,089$3,170,0003.17%
Opus Capital Group, LLC 375,338$10,336,0002.76%
Salomon & Ludwin, LLC 421,085$11,597,0002.39%
Truvestments Capital LLC 95,209$2,622,0002.01%
Merriman Wealth Management, LLC 367,078$10,109,0001.92%
Keudell/Morrison Wealth Management 73,370$2,021,0001.78%
View complete list of WISDOMTREE TR shareholders