Financial Advocates Investment Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 292 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 1.66 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 Q4 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