Viewpoint Capital Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - 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 Q1 2022
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