Austin Private Wealth, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 292 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.3%.

Quarter-by-quarter ownership
Austin Private Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$394,000
-43.7%
18,701
-43.4%
0.15%
-51.6%
Q2 2020$700,000
+17.4%
33,059
-0.1%
0.30%
-15.3%
Q1 2020$596,000
-21.8%
33,092
+24.5%
0.36%
-9.8%
Q4 2019$762,00026,5810.40%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
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