Lake Point Wealth Management - 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
Lake Point Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$090.0%0.00%
Q1 2022$090.0%0.00%
Q4 2021$090.0%0.00%
Q3 2021$090.0%0.00%
Q2 2021$090.0%0.00%
Q1 2020$090.0%0.00%
Q4 2019$0
-100.0%
9
-96.3%
0.00%
-100.0%
Q2 2019$7,0000.0%2440.0%0.00%0.0%
Q1 2019$7,000
-97.7%
244
-98.0%
0.00%
-98.2%
Q4 2018$304,00012,3850.11%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 550,472$17,555,00012.97%
EisnerAmper Wealth Management Corporate Benefits, LLC 444,654$14,180,0007.16%
HC Advisors, LLC 162,508$5,182,0003.19%
Pasadena Private Wealth, LLC 182,868$5,832,0002.00%
Key FInancial Inc 113,566$3,571,0002.00%
JNBA Financial Advisors 374,475$11,942,0001.62%
HC FINANCIAL ADVISORS INC 82,943$2,645,0001.54%
WealthTrust Asset Management, LLC 55,577$1,772,0001.54%
Private Portfolio Partners LLC 123,437$3,936,4351.14%
Financial Planning & Information Services, Inc. 101,954$3,251,0000.95%
View complete list of WISDOMTREE TR shareholders