ASSETMARK, 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
ASSETMARK, INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$9,760,125
-3.4%
346,104
-1.3%
0.04%
-2.5%
Q2 2023$10,100,285
+2.7%
350,826
+1.9%
0.04%
-2.4%
Q1 2023$9,836,821
-13.5%
344,427
-13.9%
0.04%
-16.3%
Q4 2022$11,374,696
-22.3%
399,954
-29.6%
0.05%
-27.9%
Q3 2022$14,632,000
-15.6%
568,435
-7.5%
0.07%
-12.8%
Q2 2022$17,339,000
+20.2%
614,417
+35.7%
0.08%
+30.0%
Q1 2022$14,426,000
+8.7%
452,639
+12.1%
0.06%
+9.1%
Q4 2021$13,274,000
+5.5%
403,954
-1.0%
0.06%
-1.8%
Q3 2021$12,579,000
-3.9%
408,007
-0.6%
0.06%
-8.2%
Q2 2021$13,094,000
+0.3%
410,587
-2.0%
0.06%
-9.0%
Q1 2021$13,057,000
-20.3%
419,159
-32.0%
0.07%
-26.4%
Q4 2020$16,389,000
+20.7%
616,138
-4.3%
0.09%
+3.4%
Q3 2020$13,578,000
-24.0%
644,104
-23.6%
0.09%
-31.2%
Q2 2020$17,864,000
+6.7%
843,421
-9.2%
0.13%
-9.9%
Q1 2020$16,738,000
-14.0%
928,875
+36.9%
0.14%
-4.1%
Q4 2019$19,464,000
+4.8%
678,677
-0.0%
0.15%
-5.1%
Q3 2019$18,579,000
-15.9%
678,808
-16.7%
0.16%
-13.3%
Q2 2019$22,096,000
-1.8%
815,036
-0.3%
0.18%
-11.3%
Q1 2019$22,505,000
+13.3%
817,160
+0.9%
0.20%
+5.7%
Q4 2018$19,865,000
-16.0%
809,836
+1.7%
0.19%
-10.7%
Q3 2018$23,650,000
+7.0%
796,035
+6.8%
0.22%
-0.9%
Q2 2018$22,100,000
+10.5%
745,375
+2.1%
0.22%
+4.8%
Q1 2018$20,005,000
-4.4%
730,098
+1.3%
0.21%
-4.2%
Q4 2017$20,934,000
+15.6%
720,631
+234.4%
0.22%
+4.9%
Q3 2017$18,106,000
+25.1%
215,473
+19.8%
0.21%
+13.2%
Q2 2017$14,471,000
+11.2%
179,810
+11.4%
0.18%
+6.4%
Q1 2017$13,014,000
+1.8%
161,427
+4.5%
0.17%
-9.0%
Q4 2016$12,782,000
+14.0%
154,523
+3.6%
0.19%
+9.9%
Q3 2016$11,216,000
+10.0%
149,125
+4.8%
0.17%
-0.6%
Q2 2016$10,201,000
-2.7%
142,355
-6.7%
0.17%
-6.0%
Q1 2016$10,481,000
+57.2%
152,515
+48.5%
0.18%
+47.6%
Q4 2015$6,669,000
-47.8%
102,715
-49.3%
0.12%
-6.8%
Q3 2015$12,772,000
+125.6%
202,744
+152.2%
0.13%
+12.7%
Q2 2015$5,662,000
-2.8%
80,383
-0.6%
0.12%
-4.8%
Q1 2015$5,827,000
+16.8%
80,841
+14.9%
0.12%
+14.8%
Q4 2014$4,988,000
+10.2%
70,335
+0.9%
0.11%
+2.9%
Q3 2014$4,527,000
+33.0%
69,703
+43.4%
0.10%
+43.8%
Q2 2014$3,405,000
-9.8%
48,622
-12.1%
0.07%
-20.7%
Q1 2014$3,777,000
-13.7%
55,334
-14.3%
0.09%
-11.5%
Q4 2013$4,375,000
+11.0%
64,539
+2.5%
0.10%
+4.0%
Q3 2013$3,942,00062,9370.10%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
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