Beacon Pointe Wealth Advisors, LLC - 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 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.3%.

Quarter-by-quarter ownership
Beacon Pointe Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$1,067,000
-12.2%
37,192
-16.0%
0.20%
-23.0%
Q3 2019$1,215,000
+10.5%
44,298
+9.0%
0.26%
+10.3%
Q2 2019$1,100,000
+1.1%
40,659
+3.0%
0.23%
-6.5%
Q1 2019$1,088,000
-0.3%
39,492
-11.4%
0.25%
-37.1%
Q4 2018$1,091,00044,5670.39%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
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