Viewpoint Capital Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
Viewpoint Capital Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$80,539
-2.0%
2,8560.0%0.06%0.0%
Q2 2023$82,224
+0.8%
2,8560.0%0.06%
-12.3%
Q1 2023$81,567
+0.4%
2,8560.0%0.07%
-7.6%
Q4 2022$81,225
+9.8%
2,8560.0%0.08%
+8.2%
Q3 2022$74,000
-8.6%
2,8560.0%0.07%
-3.9%
Q2 2022$81,000
-11.0%
2,8560.0%0.08%
+8.6%
Q1 2022$91,000
-3.2%
2,8560.0%0.07%
+2.9%
Q4 2021$94,0002,8560.07%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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