Beacon Pointe Advisors, 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
Beacon Pointe Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,157,063
-6.1%
41,029
-4.1%
0.01%
-30.0%
Q2 2023$1,231,997
+3.1%
42,791
+2.3%
0.02%0.0%
Q1 2023$1,194,987
-2.0%
41,839
-2.4%
0.02%
-16.7%
Q4 2022$1,219,643
+54.2%
42,884
+40.3%
0.02%
+33.3%
Q3 2022$791,000
-43.2%
30,574
-38.1%
0.02%
-37.9%
Q2 2022$1,393,000
-24.0%
49,425
-14.1%
0.03%
+16.0%
Q1 2022$1,833,000
+45.9%
57,527
+50.5%
0.02%
-24.2%
Q4 2021$1,256,000
+14.2%
38,216
+7.1%
0.03%
+22.2%
Q3 2021$1,100,000
-8.7%
35,682
-5.6%
0.03%
-37.2%
Q2 2021$1,205,000
+11.3%
37,795
+8.5%
0.04%
-35.8%
Q1 2021$1,083,000
+14.2%
34,830
-2.0%
0.07%
+3.1%
Q4 2020$948,000
+3.5%
35,546
-18.2%
0.06%
-27.0%
Q3 2020$916,000
-23.7%
43,435
-23.6%
0.09%
-25.8%
Q2 2020$1,201,000
-16.0%
56,881
-28.4%
0.12%
-47.4%
Q1 2020$1,430,000
-5.9%
79,454
+50.2%
0.23%
-51.6%
Q4 2019$1,520,000
+15.2%
52,895
+9.7%
0.47%
-17.4%
Q3 2019$1,319,000
-3.2%
48,208
-3.9%
0.57%
+14.7%
Q2 2019$1,362,000
+16.9%
50,150
+18.4%
0.50%
+13.7%
Q1 2019$1,165,000
+21.1%
42,359
+7.7%
0.44%
-25.2%
Q4 2018$962,00039,3260.58%
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