Financial Planning & Information Services, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Financial Planning & Information Services, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,548,124
-9.6%
54,898
-7.8%
0.29%
-8.9%
Q2 2023$1,713,363
-6.2%
59,512
-6.9%
0.32%
-10.7%
Q1 2023$1,825,935
-4.8%
63,933
-5.2%
0.35%
-12.8%
Q4 2022$1,917,165
+5.7%
67,411
-4.3%
0.41%
-7.5%
Q3 2022$1,814,000
-9.0%
70,470
-0.2%
0.44%
-9.7%
Q2 2022$1,993,000
-21.5%
70,629
-11.4%
0.49%
-14.3%
Q1 2022$2,540,000
-9.7%
79,689
-6.9%
0.57%
-18.1%
Q4 2021$2,813,000
-2.8%
85,617
-8.8%
0.69%
-12.1%
Q3 2021$2,894,000
-11.0%
93,881
-7.9%
0.79%
-17.4%
Q2 2021$3,251,000
-7.7%
101,954
-9.9%
0.95%
-11.8%
Q1 2021$3,524,000
+5.0%
113,119
-10.3%
1.08%
-4.4%
Q4 2020$3,356,000
+23.2%
126,168
-2.3%
1.13%
+6.7%
Q3 2020$2,723,000
+4.2%
129,162
+4.6%
1.06%
-3.5%
Q2 2020$2,614,000
+30.0%
123,433
+10.6%
1.10%
+5.0%
Q1 2020$2,010,000
-31.5%
111,567
+9.0%
1.04%
-10.5%
Q4 2019$2,936,000
+1.9%
102,385
-2.7%
1.17%
-4.2%
Q3 2019$2,880,000
+10.0%
105,230
+9.0%
1.22%
+7.5%
Q2 2019$2,618,000
+1.2%
96,559
+2.7%
1.13%
-1.6%
Q1 2019$2,588,000
+16.2%
93,988
+3.5%
1.15%
+4.5%
Q4 2018$2,227,000
+1.6%
90,770
+23.1%
1.10%
+30.1%
Q3 2018$2,192,000
+6.7%
73,766
+6.5%
0.85%
+10.4%
Q2 2018$2,054,000
+26.5%
69,290
+16.9%
0.77%
+34.6%
Q1 2018$1,624,00059,2820.57%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 525,546$15,072,686,00013.60%
EisnerAmper Wealth Management Corporate Benefits, LLC 385,705$11,062,0007.58%
Seneca House Advisors 141,579$4,060,0003.51%
CAPITAL WEALTH MANAGEMENT, LLC 107,978$3,097,0003.16%
Starfire Investment Advisers, Inc. 487,852$13,990,0002.67%
BCS Wealth Management 136,192$3,906,0002.60%
Opus Capital Group, LLC 307,223$8,811,0002.59%
HC FINANCIAL ADVISORS INC 98,029$2,811,0002.21%
Salomon & Ludwin, LLC 377,364$10,823,0002.15%
Stevard, LLC 111,406$3,195,0002.01%
View complete list of WISDOMTREE TR shareholders