IAG Wealth Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 263 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,356,495
-7.0%
48,103
-5.1%
0.38%
-1.8%
Q2 2023$1,458,651
-6.5%
50,665
-7.3%
0.38%
-11.1%
Q1 2023$1,560,543
-5.6%
54,641
-6.0%
0.43%
-11.1%
Q4 2022$1,653,268
+8.3%
58,132
-1.9%
0.49%
-3.9%
Q3 2022$1,526,000
-9.4%
59,269
-0.7%
0.51%
-8.0%
Q2 2022$1,684,000
-14.6%
59,663
-3.6%
0.55%
-11.3%
Q1 2022$1,973,000
-4.9%
61,909
-2.0%
0.62%
-6.6%
Q4 2021$2,075,000
+2.2%
63,144
-4.1%
0.66%
-7.9%
Q3 2021$2,030,000
-5.0%
65,817
-1.7%
0.72%
-5.9%
Q2 2021$2,137,000
-3.8%
66,987
-6.1%
0.77%
-9.4%
Q1 2021$2,222,000
+23.7%
71,325
+5.6%
0.85%
+15.6%
Q4 2020$1,796,000
+35.2%
67,511
+7.2%
0.73%
+19.6%
Q3 2020$1,328,000
+20.0%
62,977
+20.5%
0.61%
+14.2%
Q2 2020$1,107,000
+112.5%
52,249
+80.7%
0.54%
+54.3%
Q1 2020$521,00028,9080.35%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 287,741$8,1143.62%
Del-Sette Capital Management, LLC 125,124$3,528,5053.47%
H&H Retirement Design & Management INC 156,355$4,293,5052.97%
Melone Private Wealth, LLC 136,079$3,837,4412.74%
HC Advisors, LLC 155,534$4,386,0592.61%
Kades & Cheifetz LLC 112,692$3,177,9252.52%
VAUGHAN & Co SECURITIES, INC. 97,323$2,744,4982.04%
INVENIO WEALTH PARTNERS LLC 67,319$1,898,3961.73%
DB Wealth Management Group, LLC 90,340$2,547,5771.61%
Key FInancial Inc 146,897$4,142,5061.40%
View complete list of WISDOMTREE TR shareholders