TFC Financial Management, Inc. - 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
TFC Financial Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$55,000
-3.5%
1,7730.0%0.02%
-5.3%
Q2 2021$57,000
+3.6%
1,7730.0%0.02%
-13.6%
Q1 2021$55,000
+17.0%
1,7730.0%0.02%
+10.0%
Q4 2020$47,000
+27.0%
1,7730.0%0.02%
+11.1%
Q3 2020$37,0001,7730.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 550,472$17,555,00012.97%
EisnerAmper Wealth Management Corporate Benefits, LLC 444,654$14,180,0007.16%
HC Advisors, LLC 162,508$5,182,0003.19%
Pasadena Private Wealth, LLC 182,868$5,832,0002.00%
Key FInancial Inc 113,566$3,571,0002.00%
JNBA Financial Advisors 374,475$11,942,0001.62%
HC FINANCIAL ADVISORS INC 82,943$2,645,0001.54%
WealthTrust Asset Management, LLC 55,577$1,772,0001.54%
Private Portfolio Partners LLC 123,437$3,936,4351.14%
Financial Planning & Information Services, Inc. 101,954$3,251,0000.95%
View complete list of WISDOMTREE TR shareholders