Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 240 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$8,994,475
+9.1%
318,953
+11.4%
0.09%
+6.0%
Q2 2023$8,242,462
-2.0%
286,296
-2.7%
0.08%
-8.8%
Q1 2023$8,407,367
+0.7%
294,376
+0.3%
0.09%
+23.0%
Q4 2022$8,347,766
-99.9%
293,522
-56.4%
0.07%
-20.4%
Q3 2022$8,672,664,000
+103963.6%
673,220
+128.0%
0.09%
+8.1%
Q2 2022$8,334,000
-12.5%
295,317
-1.2%
0.09%
-13.1%
Q1 2022$9,528,000
-5.9%
298,980
-3.0%
0.10%
-3.9%
Q4 2021$10,129,000
+8.1%
308,244
+1.4%
0.10%
+9.6%
Q3 2021$9,370,000
-1.4%
303,927
+2.0%
0.09%
-13.0%
Q2 2021$9,504,000
+9.2%
298,035
+6.7%
0.11%
-1.8%
Q1 2021$8,704,000
+1.9%
279,424
-13.4%
0.11%
+11.1%
Q4 2020$8,543,000
-99.9%
322,603
-53.8%
0.10%
-63.9%
Q3 2020$14,677,000,000697,8640.27%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 341,265$9,351,00019.28%
EisnerAmper Wealth Management Corporate Benefits, LLC 313,153$8,580,0007.20%
Starfire Investment Advisers, Inc. 326,609$8,949,0004.66%
Seneca House Advisors 145,267$3,980,0003.33%
CAPITAL WEALTH MANAGEMENT, LLC 125,031$3,426,0003.21%
Fluent Financial, LLC 143,748$3,920,0002.72%
Opus Capital Group, LLC 378,738$10,378,0002.61%
HC FINANCIAL ADVISORS INC 79,575$2,180,0002.15%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 112,073$3,071,0002.03%
Private Vista, LLC 233,709$6,404,0001.87%
View complete list of WISDOMTREE TR shareholders