Global Retirement Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 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 Q4 2021
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