Arkadios Wealth Advisors - 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
Arkadios Wealth Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$82,000
+2.5%
2,677
+5.6%
0.01%
+20.0%
Q2 2021$80,000
+433.3%
2,534
+424.6%
0.01%
+400.0%
Q1 2021$15,000
+25.0%
483
+0.2%
0.00%
-33.3%
Q4 2020$12,0004820.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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