WILBANKS SMITH & THOMAS ASSET 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
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$593,307
-2.0%
21,0390.0%0.02%
+5.0%
Q2 2023$605,717
+0.5%
21,039
-0.4%
0.02%
-4.8%
Q1 2023$602,988
-1.7%
21,113
-2.1%
0.02%
-8.7%
Q4 2022$613,535
+10.5%
21,573
-0.0%
0.02%
-4.2%
Q3 2022$555,000
-9.5%
21,581
-0.7%
0.02%
-7.7%
Q2 2022$613,000
-6.7%
21,723
-0.5%
0.03%0.0%
Q1 2022$657,000
-28.0%
21,835
-21.3%
0.03%
-18.8%
Q4 2021$912,000
+7.8%
27,758
+1.2%
0.03%
-3.0%
Q3 2021$846,000
-3.3%
27,4260.0%0.03%
-2.9%
Q2 2021$875,000
+2.3%
27,426
-0.1%
0.03%
-8.1%
Q1 2021$855,000
+9.3%
27,445
-6.6%
0.04%0.0%
Q4 2020$782,000
+22.6%
29,398
-2.9%
0.04%
+5.7%
Q3 2020$638,000
-2.4%
30,273
-2.0%
0.04%
-12.5%
Q2 2020$654,000
-21.4%
30,879
-33.1%
0.04%
-35.5%
Q1 2020$832,000
-37.1%
46,152
+0.1%
0.06%
-20.5%
Q4 2019$1,323,000
-4.0%
46,116
-8.4%
0.08%
-10.3%
Q3 2019$1,378,000
+1.5%
50,348
+0.6%
0.09%0.0%
Q2 2019$1,357,000
-1.7%
50,072
-0.1%
0.09%
-2.2%
Q1 2019$1,381,000
+12.5%
50,127
+0.1%
0.09%
+6.0%
Q4 2018$1,228,000
-18.5%
50,078
-1.3%
0.08%
-7.7%
Q3 2018$1,507,000
-1.1%
50,723
-1.3%
0.09%
-25.4%
Q2 2018$1,524,000
+7.6%
51,397
-0.6%
0.12%
+7.0%
Q1 2018$1,416,000
-10.2%
51,697
-4.7%
0.11%
-8.8%
Q4 2017$1,576,000
+2.0%
54,237
+195.1%
0.12%
-3.8%
Q3 2017$1,545,000
+0.3%
18,381
-4.0%
0.13%
-3.7%
Q2 2017$1,540,000
-3.7%
19,139
-3.5%
0.14%
-0.7%
Q1 2017$1,599,000
-3.5%
19,834
-1.0%
0.14%
-8.7%
Q4 2016$1,657,000
+5.1%
20,029
-4.4%
0.15%
+1.4%
Q3 2016$1,576,000
+13.7%
20,949
+8.3%
0.15%
+2.1%
Q2 2016$1,386,000
+2.2%
19,339
-2.0%
0.14%
-12.2%
Q1 2016$1,356,000
+5.0%
19,739
-0.7%
0.16%
+29.1%
Q4 2015$1,291,000
+0.6%
19,879
-2.4%
0.13%
-30.2%
Q3 2015$1,283,000
-12.6%
20,364
-2.3%
0.18%
+26.4%
Q2 2015$1,468,000
-15.9%
20,834
-14.0%
0.14%
-16.3%
Q1 2015$1,746,000
+0.9%
24,219
-0.8%
0.17%
-2.8%
Q4 2014$1,731,000
+3.2%
24,411
-5.5%
0.18%
-3.3%
Q3 2014$1,678,000
-24.9%
25,835
-19.0%
0.18%
-23.1%
Q2 2014$2,234,000
-7.0%
31,895
-9.3%
0.24%
-12.2%
Q1 2014$2,402,000
-1.4%
35,184
-2.0%
0.27%
-6.2%
Q4 2013$2,435,000
+16.4%
35,914
+7.5%
0.29%
+3.6%
Q3 2013$2,092,000
+24.4%
33,409
+15.9%
0.28%
+8.1%
Q2 2013$1,682,00028,8190.26%
Other shareholders
WISDOMTREE TR shareholders Q3 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