VALLEY NATIONAL ADVISERS INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q3 2021. 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 Q3 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