HB Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 281 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HB Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$292,378
-2.0%
10,3680.0%0.01%0.0%
Q2 2023$298,495
+0.8%
10,3680.0%0.01%0.0%
Q1 2023$296,110
+0.4%
10,3680.0%0.01%0.0%
Q4 2022$294,866
+10.4%
10,3680.0%0.01%
-16.7%
Q3 2022$267,00010,3680.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Live Your Vision, LLC 126,951$8,606,0004.75%
HENGEHOLD CAPITAL MANAGEMENT LLC 191,674$12,994,0004.52%
EnTrustPermal Management LLC 54,923$3,724,0003.80%
Advisors Preferred, LLC 79,820$5,410,0002.99%
Keystone Financial Planning, Inc. 39,677$2,690,0002.15%
SVA Wealth Management, LLC 39,585$2,683,0001.60%
Aspen Investment Management Inc 33,784$2,290,0001.53%
PALLADIUM PARTNERS LLC 235,713$15,979,0001.51%
New England Investment & Retirement Group, Inc. 34,194$2,318,0001.44%
Jacobus Wealth Management, Inc. 67,770$4,594,0001.33%
View complete list of WISDOMTREE TR shareholders