Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 288 filers reported holding WISDOMTREE TR in Q1 2023. 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 Q1 2023
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