Southland Equity Partners 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 Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Southland Equity Partners LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$284,134
-3.5%
10,076
-1.4%
0.10%
-1.0%
Q2 2023$294,338
-1.7%
10,224
-2.5%
0.10%
-16.1%
Q1 2023$299,339
+0.2%
10,481
-0.2%
0.12%
+2.6%
Q4 2022$298,733
+9.1%
10,504
-1.3%
0.12%
-14.2%
Q3 2022$273,816
-12.2%
10,638
-3.7%
0.13%
-5.6%
Q2 2022$311,877
-11.7%
11,052
-0.3%
0.14%
-3.4%
Q1 2022$353,358
-3.3%
11,087
-0.3%
0.15%
-2.0%
Q4 2021$365,286
+7.0%
11,116
+0.4%
0.15%
-4.5%
Q3 2021$341,326
-5.3%
11,071
-2.0%
0.16%
-7.6%
Q2 2021$360,265
-13.6%
11,297
-15.6%
0.17%
-28.3%
Q1 2021$416,881
+13.1%
13,383
-3.4%
0.24%
-4.8%
Q4 2020$368,70313,8610.25%
Other shareholders
WISDOMTREE TR shareholders Q2 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