VALLEY NATIONAL ADVISERS INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 263 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$27,000
-3.6%
8840.0%0.01%0.0%
Q2 2021$28,0000.0%8840.0%0.01%0.0%
Q1 2021$28,000
+16.7%
8840.0%0.01%0.0%
Q4 2020$24,000
+26.3%
8840.0%0.01%
+25.0%
Q3 2020$19,0000.0%8840.0%0.00%0.0%
Q2 2020$19,000
-50.0%
884
-58.0%
0.00%
-63.6%
Q1 2020$38,000
-15.6%
2,104
+33.8%
0.01%0.0%
Q4 2019$45,000
+221.4%
1,572
+852.7%
0.01%
+83.3%
Q4 2016$14,000
-36.4%
165
-43.9%
0.01%
-45.5%
Q3 2016$22,000
+4.8%
294
+0.3%
0.01%0.0%
Q2 2016$21,000
+5.0%
293
+0.3%
0.01%0.0%
Q1 2016$20,000
+5.3%
292
+0.3%
0.01%0.0%
Q4 2015$19,000
+5.6%
291
+0.3%
0.01%0.0%
Q3 2015$18,000
-10.0%
290
+0.3%
0.01%0.0%
Q2 2015$20,000
-4.8%
289
+0.3%
0.01%
-8.3%
Q1 2015$21,000
-60.4%
288
-63.5%
0.01%
-70.0%
Q4 2014$53,0007880.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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