Joseph P. Lucia & Associates, 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
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 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