Freedman Financial Associates, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Freedman Financial Associates, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$1,180,000
-2.9%
37,000
+0.0%
0.81%
-2.0%
Q4 2021$1,215,000
+6.7%
36,985
+0.1%
0.83%
-0.2%
Q3 2021$1,139,000
-3.2%
36,934
+0.1%
0.83%
-6.2%
Q2 2021$1,177,000
+2.4%
36,900
+0.1%
0.89%
-6.5%
Q1 2021$1,149,000
+17.1%
36,874
+0.0%
0.95%
+7.7%
Q4 2020$981,00036,8650.88%
Other shareholders
WISDOMTREE TR shareholders Q3 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