Joseph P. Lucia & Associates, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 263 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$180,000
-13.5%
6,385
-2.3%
0.13%0.0%
Q1 2022$208,000
-3.3%
6,5350.0%0.13%
-7.3%
Q4 2021$215,000
+7.0%
6,5350.0%0.14%
+15.1%
Q3 2021$201,000
-12.2%
6,535
-9.0%
0.12%
-13.1%
Q2 2021$229,000
-3.8%
7,185
-5.9%
0.14%
+29.2%
Q1 2021$238,000
+17.2%
7,6350.0%0.11%
-25.4%
Q4 2020$203,000
+16.7%
7,635
-7.2%
0.14%
-9.6%
Q2 2020$174,000
+17.6%
8,2250.0%0.16%
-4.8%
Q1 2020$148,000
-42.4%
8,225
-8.4%
0.16%
-29.5%
Q4 2019$257,000
+8.9%
8,975
+4.1%
0.23%
-3.7%
Q3 2019$236,000
+0.9%
8,6250.0%0.24%
-0.8%
Q2 2019$234,000
-97.2%
8,625
-96.3%
0.24%
-60.4%
Q1 2019$8,325,000235,5070.62%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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