Orion Portfolio Solutions, 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 Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,834,817
-47.6%
100,526
-46.5%
0.03%
-41.4%
Q2 2023$5,406,841
+87.5%
187,803
+86.0%
0.06%
+61.1%
Q1 2023$2,884,366
+568.5%
100,993
+565.7%
0.04%
+140.0%
Q4 2022$431,448
+93.5%
15,170
+75.1%
0.02%
+66.7%
Q3 2022$223,000
-9.0%
8,6650.0%0.01%
-10.0%
Q2 2022$245,0000.0%8,665
+12.6%
0.01%
+11.1%
Q1 2022$245,000
+13.4%
7,697
+13.8%
0.01%
+12.5%
Q2 2021$216,000
-8.1%
6,764
-10.4%
0.01%
-20.0%
Q1 2021$235,000
-26.1%
7,546
-36.9%
0.01%
-33.3%
Q4 2020$318,000
+21.4%
11,956
-3.9%
0.02%
+7.1%
Q3 2020$262,000
+34.4%
12,435
+34.9%
0.01%
+27.3%
Q2 2020$195,000
+77.3%
9,221
+50.5%
0.01%
+37.5%
Q1 2020$110,000
-44.7%
6,128
-11.5%
0.01%
-50.0%
Q4 2019$199,0006,9280.02%
Other shareholders
WISDOMTREE TR shareholders Q1 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