Global Retirement Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 188 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$49,573
-33.9%
1,808
-30.6%
0.00%
-50.0%
Q2 2023$75,021
+7.9%
2,606
+1.6%
0.00%0.0%
Q1 2023$69,509
+3.3%
2,564
+8.4%
0.00%
-20.0%
Q4 2022$67,297
-2.5%
2,366
+0.1%
0.01%0.0%
Q3 2022$69,000
-14.8%
2,364
-18.0%
0.01%
-28.6%
Q2 2022$81,000
-4.7%
2,882
+0.1%
0.01%0.0%
Q1 2022$85,000
+16.4%
2,879
+22.1%
0.01%0.0%
Q3 2021$73,000
-20.7%
2,357
-18.7%
0.01%
-22.2%
Q2 2021$92,000
+2.2%
2,899
+0.2%
0.01%
-18.2%
Q1 2021$90,000
-1.1%
2,893
-15.2%
0.01%0.0%
Q4 2020$91,000
+2.2%
3,411
-18.8%
0.01%
-15.4%
Q3 2020$89,000
-45.7%
4,203
-45.6%
0.01%
-50.0%
Q2 2020$164,000
+18.0%
7,724
+0.2%
0.03%0.0%
Q1 2020$139,000
-70.4%
7,707
-52.8%
0.03%
-63.9%
Q4 2019$469,000
-5.8%
16,340
-10.3%
0.07%
-12.2%
Q3 2019$498,000
-0.2%
18,209
-1.1%
0.08%
-14.6%
Q2 2019$499,000
+141.1%
18,412
+145.4%
0.10%
+92.0%
Q1 2019$207,000
+11.3%
7,503
-1.0%
0.05%
+4.2%
Q4 2018$186,000
-39.2%
7,582
-26.4%
0.05%
-30.4%
Q3 2018$306,000
+9.7%
10,297
+9.4%
0.07%
-2.8%
Q2 2018$279,000
+224.4%
9,409
+199.2%
0.07%
+195.8%
Q1 2018$86,000
-7.5%
3,145
-1.5%
0.02%
-7.7%
Q4 2017$93,000
+6.9%
3,193
+207.0%
0.03%
-27.8%
Q3 2017$87,000
+3.6%
1,0400.0%0.04%
-10.0%
Q2 2017$84,000
+55.6%
1,040
+55.2%
0.04%
+33.3%
Q1 2017$54,000
-3.6%
670
-0.4%
0.03%
-21.1%
Q4 2016$56,0006730.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 341,265$9,351,00019.28%
EisnerAmper Wealth Management Corporate Benefits, LLC 313,153$8,580,0007.20%
Starfire Investment Advisers, Inc. 326,609$8,949,0004.66%
Seneca House Advisors 145,267$3,980,0003.33%
CAPITAL WEALTH MANAGEMENT, LLC 125,031$3,426,0003.21%
Fluent Financial, LLC 143,748$3,920,0002.72%
Opus Capital Group, LLC 378,738$10,378,0002.61%
HC FINANCIAL ADVISORS INC 79,575$2,180,0002.15%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 112,073$3,071,0002.03%
Private Vista, LLC 233,709$6,404,0001.87%
View complete list of WISDOMTREE TR shareholders