BCS Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 262 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BCS Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$3,171
-99.9%
111,5020.0%1.33%
-1.7%
Q3 2022$2,870,000
-10.3%
111,502
-1.7%
1.35%
-5.1%
Q2 2022$3,201,000
-12.0%
113,446
-0.6%
1.42%
-5.6%
Q1 2022$3,637,000
-3.0%
114,123
-0.0%
1.51%
+11.9%
Q4 2021$3,751,000
+0.8%
114,150
-5.4%
1.35%
-14.7%
Q3 2021$3,720,000
-1.4%
120,673
-0.3%
1.58%
-11.8%
Q1 2021$3,771,000
+17.1%
121,063
+0.0%
1.79%
+7.1%
Q4 2020$3,220,000
+25.8%
121,037
-0.3%
1.67%
+15.5%
Q3 2020$2,560,000
-10.7%
121,426
-10.3%
1.45%
-15.7%
Q2 2020$2,866,000
+17.4%
135,313
-0.1%
1.72%
+0.4%
Q1 2020$2,442,000
-37.5%
135,492
-0.5%
1.71%
-34.3%
Q4 2019$3,906,000136,1922.60%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 531,373$11,254,00012.38%
EisnerAmper Wealth Management Corporate Benefits, LLC 421,029$8,917,0006.10%
HC Advisors, LLC 124,575$2,638,0002.18%
CAPITAL WEALTH MANAGEMENT, LLC 91,321$1,934,0002.06%
Starfire Investment Advisers, Inc. 200,393$4,244,0002.03%
Opus Capital Group, LLC 280,164$5,934,0001.82%
BCS Wealth Management 135,313$2,866,0001.72%
Key FInancial Inc 69,986$1,465,0001.68%
HC FINANCIAL ADVISORS INC 99,491$2,107,0001.65%
John W. Brooker & Co., CPAs 94,772$2,007,0001.43%
View complete list of WISDOMTREE TR shareholders