Platform Technology Partners - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 271 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Platform Technology Partners ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,121,824
-3.1%
39,7810.0%0.52%
-3.7%
Q2 2023$1,158,025
+1.9%
39,7810.0%0.54%
-2.9%
Q1 2023$1,136,145
+0.4%
39,7810.0%0.56%
-4.1%
Q4 2022$1,131,372
+10.5%
39,7810.0%0.58%
+0.2%
Q3 2022$1,024,000
-8.8%
39,7810.0%0.58%
-4.7%
Q2 2022$1,123,000
-11.4%
39,7810.0%0.61%
+0.5%
Q1 2022$1,268,000
-5.4%
39,781
-2.5%
0.61%
+3.6%
Q4 2021$1,340,000
+6.6%
40,7810.0%0.59%
+3.3%
Q3 2021$1,257,000
-3.4%
40,7810.0%0.57%
+6.3%
Q2 2021$1,301,000
+19.9%
40,7810.0%0.54%
+1.1%
Q4 2020$1,085,000
+26.2%
40,7810.0%0.53%
+0.6%
Q3 2020$860,000
-0.5%
40,7810.0%0.53%
-13.0%
Q2 2020$864,000
+118.7%
40,781
+86.1%
0.61%
+68.3%
Q1 2020$395,00021,9180.36%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
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