OPTIMUM INVESTMENT ADVISORS - 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
OPTIMUM INVESTMENT ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$182,404
+14.1%
5,6700.0%0.09%
+12.2%
Q3 2023$159,894
-2.0%
5,6700.0%0.08%
+2.5%
Q2 2023$163,239
+0.8%
5,6700.0%0.08%
-5.9%
Q1 2023$161,935
+0.4%
5,6700.0%0.08%
-2.3%
Q4 2022$161,255
-0.5%
5,670
-9.9%
0.09%0.0%
Q3 2022$162,000
-8.5%
6,290
+0.1%
0.09%
-2.2%
Q2 2022$177,000
-11.5%
6,285
+0.1%
0.09%
+6.0%
Q1 2022$200,000
-2.9%
6,280
+0.0%
0.08%
+5.0%
Q4 2021$206,000
+6.7%
6,278
+0.1%
0.08%
-1.2%
Q3 2021$193,000
-30.1%
6,272
-27.6%
0.08%
-5.8%
Q2 2021$276,000
+4.2%
8,668
+1.8%
0.09%
+10.3%
Q1 2021$265,000
+16.2%
8,514
-0.6%
0.08%
+13.0%
Q4 2020$228,000
-10.9%
8,564
-29.6%
0.07%
-19.8%
Q3 2020$256,000
-5.9%
12,158
-5.4%
0.09%
-9.5%
Q2 2020$272,000
-41.5%
12,857
-50.1%
0.10%
-50.3%
Q1 2020$465,000
-69.3%
25,785
-51.1%
0.19%
-57.5%
Q4 2019$1,513,000
+0.6%
52,746
-4.0%
0.45%
-5.5%
Q3 2019$1,504,000
+0.1%
54,965
-0.8%
0.48%
-2.5%
Q2 2019$1,502,000
-0.9%
55,391
+0.6%
0.49%
-2.2%
Q1 2019$1,516,000
+12.5%
55,050
+0.1%
0.50%
+7.3%
Q4 2018$1,348,000
-15.6%
54,972
+2.2%
0.46%
+5.0%
Q3 2018$1,598,000
-4.2%
53,776
-4.4%
0.44%
-8.1%
Q2 2018$1,668,000
-0.1%
56,243
-7.6%
0.48%
-1.8%
Q1 2018$1,669,000
-19.8%
60,895
-15.0%
0.49%
-26.0%
Q4 2017$2,081,000
+5.1%
71,622
+204.0%
0.66%
-0.2%
Q3 2017$1,980,000
-5.4%
23,562
-9.3%
0.66%
-8.4%
Q2 2017$2,092,000
+1.7%
25,991
+1.8%
0.72%
-0.7%
Q1 2017$2,058,000
-3.5%
25,525
-1.0%
0.73%
-9.1%
Q4 2016$2,132,000
+10.4%
25,776
+0.3%
0.80%
+10.5%
Q3 2016$1,932,000
+5.4%
25,690
+0.4%
0.73%
+2.1%
Q2 2016$1,833,000
+7.8%
25,582
+3.4%
0.71%
+6.3%
Q1 2016$1,700,000
+11.9%
24,736
+5.7%
0.67%
+13.8%
Q4 2015$1,519,000
+4.0%
23,395
+0.9%
0.59%
-0.3%
Q3 2015$1,461,000
-3.1%
23,195
+10.8%
0.59%
+23.7%
Q1 2015$1,508,000
+7.6%
20,928
+5.8%
0.48%
+6.0%
Q4 2014$1,402,000
+21.6%
19,773
+11.4%
0.45%
+17.8%
Q3 2014$1,153,000
-7.9%
17,754
-0.7%
0.38%
-5.7%
Q2 2014$1,252,000
+4.8%
17,873
+2.1%
0.40%
-9.8%
Q1 2014$1,195,000
-11.8%
17,502
-12.4%
0.45%
-12.0%
Q4 2013$1,355,000
+9.9%
19,989
+1.5%
0.51%
+0.8%
Q3 2013$1,233,00019,6940.51%
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