VESTOR CAPITAL, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 243 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
VESTOR CAPITAL, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,092
-1.2%
74,170
+0.8%
0.23%
+1.8%
Q2 2023$2,118
+2.8%
73,558
+1.9%
0.22%
-7.9%
Q1 2023$2,061
-2.3%
72,163
-2.7%
0.24%
-4.7%
Q4 2022$2,109
-99.9%
74,170
+0.5%
0.25%
+2.0%
Q3 2022$1,900,000
-7.1%
73,808
+1.9%
0.25%
+0.4%
Q2 2022$2,045,000
-12.2%
72,460
-0.8%
0.25%
+7.4%
Q1 2022$2,328,000
-5.4%
73,038
-2.5%
0.23%
-1.7%
Q4 2021$2,462,000
+6.8%
74,931
+0.2%
0.24%
-2.5%
Q3 2021$2,306,000
-1.0%
74,798
+2.4%
0.24%
-1.2%
Q2 2021$2,329,000
-2.3%
73,018
-4.6%
0.24%
-10.3%
Q1 2021$2,384,000
+10.6%
76,546
-5.6%
0.27%
+4.2%
Q4 2020$2,156,000
+30.4%
81,056
+3.4%
0.26%
+11.5%
Q3 2020$1,653,000
-1.1%
78,396
-15.5%
0.23%
-28.4%
Q1 2020$1,672,000
-44.1%
92,771
-11.0%
0.33%
-27.8%
Q4 2019$2,989,000
+8.9%
104,206
+3.9%
0.45%
-2.4%
Q3 2019$2,745,000
-2.2%
100,310
-3.2%
0.46%
-6.3%
Q2 2019$2,808,000
+17.4%
103,585
+19.3%
0.50%
+13.0%
Q1 2019$2,392,000
+47.0%
86,838
+30.9%
0.44%
+23.7%
Q4 2018$1,627,000
-16.5%
66,315
+1.1%
0.35%
-6.1%
Q3 2018$1,948,000
+8.2%
65,565
-0.2%
0.38%
+1.1%
Q1 2018$1,800,000
+25.1%
65,680
+32.6%
0.37%
+19.9%
Q4 2017$1,439,000
+7.9%
49,529
+212.0%
0.31%
+3.7%
Q3 2017$1,334,000
+6.0%
15,873
+1.4%
0.30%
-2.0%
Q2 2017$1,259,000
+0.3%
15,647
+0.5%
0.31%
+12.1%
Q1 2017$1,255,000
-0.4%
15,562
+2.2%
0.27%
-18.5%
Q4 2016$1,260,000
+16.1%
15,232
+5.6%
0.34%
+13.2%
Q3 2016$1,085,000
+4.4%
14,422
-0.5%
0.30%
+0.3%
Q2 2016$1,039,000
-6.4%
14,497
-10.2%
0.30%
-9.0%
Q1 2016$1,110,000
+3.8%
16,152
-1.9%
0.32%
+2.9%
Q4 2015$1,069,000
+0.8%
16,467
-2.1%
0.32%
-6.5%
Q3 2015$1,060,000
-15.5%
16,827
-5.5%
0.34%
-10.6%
Q2 2015$1,254,000
+215.9%
17,804
+217.9%
0.38%
+225.0%
Q4 2014$397,0005,6000.12%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
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