Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 273 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
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$10,009,928
-0.7%
321,346
+4.2%
0.06%
-17.6%
Q1 2024$10,082,788
+0.8%
308,531
-0.8%
0.07%
-16.0%
Q4 2023$10,002,239
+11.2%
310,918
-2.5%
0.08%
-8.0%
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 Q2 2021
NameSharesValueWeighting ↓
Del-Sette Capital Management, LLC 229,640$6,558,5166.46%
EisnerAmper Wealth Management Corporate Benefits, LLC 423,086$12,0835.84%
H&H Retirement Design & Management INC 156,428$4,447,2542.83%
Melone Private Wealth, LLC 133,106$3,708,3352.83%
HC Advisors, LLC 150,284$4,292,1112.65%
VAUGHAN & Co SECURITIES, INC. 119,718$3,419,1322.54%
Kades & Cheifetz LLC 109,229$3,119,5712.46%
FFG RETIREMENT ADVISORS LLC 79,122$2,259,7241.94%
DB Wealth Management Group, LLC 97,903$2,796,1251.76%
WEST BANCORPORATION INC 69,895$1,996,2011.52%
View complete list of WISDOMTREE TR shareholders