Better Money Decisions, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 271 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
Better Money Decisions, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$214,758
+7.9%
7,551
+7.3%
0.19%
+10.7%
Q2 2022$199,000
-11.2%
7,0350.0%0.17%
-20.0%
Q1 2022$224,000
-3.0%
7,035
-0.0%
0.21%
+8.2%
Q4 2021$231,000
+62.7%
7,036
+53.0%
0.19%
+65.8%
Q3 2021$142,000
+17.4%
4,600
+21.1%
0.12%
+8.3%
Q2 2021$121,0003,8000.11%
Other shareholders
WISDOMTREE TR shareholders Q2 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