Lake Point Wealth Management - 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
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 Q2 2022
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