XML Financial, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
XML Financial, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$226,000
-18.1%
6,891
-22.9%
0.03%
-27.0%
Q3 2021$276,000
-35.4%
8,941
-33.3%
0.04%
-60.6%
Q2 2021$427,000
+37.3%
13,398
+34.2%
0.09%
+23.7%
Q1 2021$311,000
-75.8%
9,980
-83.6%
0.08%
-83.0%
Q2 2020$1,287,000
+48.4%
60,745
+26.3%
0.45%
+19.5%
Q1 2020$867,000
-38.2%
48,105
-1.6%
0.37%
-26.7%
Q4 2019$1,403,00048,9080.51%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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