Destination Wealth Management - 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
Destination Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$9,316,623
-0.7%
330,377
+1.4%
0.36%
+3.4%
Q2 2023$9,380,850
+7.3%
325,837
+6.5%
0.35%
+5.7%
Q1 2023$8,739,826
+1.8%
306,016
+1.4%
0.33%
-3.2%
Q4 2022$8,583,795
+6.1%
301,821
-4.0%
0.34%
+0.6%
Q3 2022$8,092,000
+1.8%
314,360
+11.6%
0.34%
+5.9%
Q2 2022$7,951,000
-12.5%
281,735
-1.1%
0.32%
-4.7%
Q1 2022$9,082,000
-1.2%
284,955
+1.9%
0.34%
+3.7%
Q4 2021$9,189,000
+9.2%
279,646
+2.5%
0.32%
-0.6%
Q3 2021$8,411,000
-4.7%
272,811
-1.5%
0.33%
-4.1%
Q2 2021$8,830,000
-1.1%
276,901
-3.4%
0.34%
-7.6%
Q1 2021$8,926,000
+9.4%
286,553
-6.6%
0.37%
+3.9%
Q4 2020$8,157,000
-4.6%
306,659
-24.4%
0.36%
-18.0%
Q3 2020$8,548,000
+2.5%
405,485
+3.0%
0.43%
-4.0%
Q2 2020$8,338,000
+37.1%
393,651
+16.6%
0.45%
+20.9%
Q1 2020$6,082,000
-34.0%
337,492
+5.0%
0.37%
-20.5%
Q4 2019$9,217,000
+6.8%
321,388
+1.9%
0.47%
+0.4%
Q3 2019$8,630,000
+4.5%
315,324
+3.5%
0.47%
+2.6%
Q2 2019$8,258,000
-2.3%
304,608
-0.8%
0.46%
-4.4%
Q1 2019$8,455,000
+10.5%
307,015
-1.6%
0.48%
+3.3%
Q4 2018$7,653,000
-15.9%
311,973
+1.9%
0.46%
-8.9%
Q3 2018$9,098,000
-4.6%
306,215
-4.8%
0.51%
-11.7%
Q2 2018$9,540,000
+114.4%
321,766
+696.4%
0.57%
+111.4%
Q1 2018$4,450,000
-51.6%
40,405
-87.2%
0.27%
-51.4%
Q4 2017$9,188,000
+5.9%
316,287
+206.3%
0.56%
+0.5%
Q3 2017$8,676,000
+9.6%
103,251
+5.0%
0.56%
+5.1%
Q2 2017$7,915,000
+5.9%
98,344
+6.0%
0.53%
+2.5%
Q1 2017$7,477,000
+5.9%
92,748
+8.7%
0.52%
-0.6%
Q4 2016$7,059,000
+38.1%
85,334
+25.6%
0.52%
+31.1%
Q3 2016$5,111,000
+29.1%
67,954
+23.0%
0.40%
+21.2%
Q2 2016$3,958,000
+408.7%
55,231
+361.2%
0.33%
+334.7%
Q1 2016$778,0000.0%11,9750.0%0.08%0.0%
Q4 2015$778,000
+55.6%
11,975
+51.0%
0.08%
+33.9%
Q3 2015$500,000
-3.3%
7,929
+8.0%
0.06%
+64.7%
Q2 2015$517,000
+42.0%
7,343
+45.5%
0.03%
-12.8%
Q1 2015$364,000
+23.0%
5,046
+20.9%
0.04%
+30.0%
Q4 2014$296,000
+33.9%
4,173
+22.6%
0.03%
+30.4%
Q3 2014$221,000
-25.1%
3,405
-19.3%
0.02%
-23.3%
Q2 2014$295,0004,2180.03%
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