MBM Wealth Consultants, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
MBM Wealth Consultants, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$26,000
-13.3%
9270.0%0.01%
+8.3%
Q1 2022$30,0000.0%9270.0%0.01%0.0%
Q4 2021$30,000
+3.4%
9270.0%0.01%
-7.7%
Q3 2021$29,000
-3.3%
9270.0%0.01%
-7.1%
Q2 2021$30,000
+3.4%
9270.0%0.01%
-6.7%
Q1 2021$29,000
+16.0%
9270.0%0.02%
+7.1%
Q4 2020$25,000
+25.0%
9270.0%0.01%
+7.7%
Q3 2020$20,0000.0%9270.0%0.01%
-7.1%
Q2 2020$20,000
+17.6%
9270.0%0.01%0.0%
Q1 2020$17,000
-37.0%
9270.0%0.01%
-30.0%
Q4 2019$27,000
+8.0%
9270.0%0.02%0.0%
Q3 2019$25,0000.0%9270.0%0.02%
-4.8%
Q2 2019$25,000
-3.8%
9270.0%0.02%
-8.7%
Q1 2019$26,000
+13.0%
9270.0%0.02%
+4.5%
Q4 2018$23,0009270.02%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 525,546$15,072,686,00013.60%
EisnerAmper Wealth Management Corporate Benefits, LLC 385,705$11,062,0007.58%
Seneca House Advisors 141,579$4,060,0003.51%
CAPITAL WEALTH MANAGEMENT, LLC 107,978$3,097,0003.16%
Starfire Investment Advisers, Inc. 487,852$13,990,0002.67%
BCS Wealth Management 136,192$3,906,0002.60%
Opus Capital Group, LLC 307,223$8,811,0002.59%
HC FINANCIAL ADVISORS INC 98,029$2,811,0002.21%
Salomon & Ludwin, LLC 377,364$10,823,0002.15%
Stevard, LLC 111,406$3,195,0002.01%
View complete list of WISDOMTREE TR shareholders