Pineno Levin & Ford Asset Management, Inc. - 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
Pineno Levin & Ford Asset Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$521,000
+6.5%
15,8570.0%0.15%
-3.2%
Q3 2021$489,000
-3.4%
15,857
-0.1%
0.16%
-3.7%
Q2 2021$506,000
+2.4%
15,8660.0%0.16%
-2.4%
Q1 2021$494,000
+16.0%
15,866
-0.9%
0.17%
+9.8%
Q4 2020$426,000
+26.4%
16,0060.0%0.15%
+11.7%
Q3 2020$337,000
+2.4%
16,006
+3.0%
0.14%
-4.9%
Q2 2020$329,000
+21.9%
15,536
+3.7%
0.14%
+7.5%
Q1 2020$270,000
-37.8%
14,986
-1.0%
0.13%
-18.8%
Q4 2019$434,000
+4.8%
15,1360.0%0.16%
+0.6%
Q3 2019$414,000
-0.5%
15,136
-1.4%
0.16%
+0.6%
Q2 2019$416,000
-5.5%
15,345
-4.0%
0.16%
-11.4%
Q1 2019$440,000
+10.3%
15,980
-1.9%
0.18%
+1.7%
Q4 2018$399,000
-13.6%
16,285
+4.8%
0.18%
-2.7%
Q3 2018$462,000
-2.1%
15,535
-2.5%
0.19%
-9.7%
Q2 2018$472,000
+4.2%
15,935
-3.6%
0.21%
+4.6%
Q1 2018$453,000
-5.6%
16,5240.0%0.20%
-1.5%
Q4 2017$480,000
+1.5%
16,524
+193.9%
0.20%
-7.8%
Q3 2017$473,000
-0.4%
5,623
-4.8%
0.22%
-3.1%
Q2 2017$475,000
+0.2%
5,905
+0.5%
0.22%
-0.4%
Q1 2017$474,000
-5.0%
5,875
-2.6%
0.22%
-6.2%
Q4 2016$499,000
+9.9%
6,0300.0%0.24%
+5.3%
Q3 2016$454,000
+1.6%
6,030
-3.4%
0.23%
-1.7%
Q2 2016$447,000
+4.4%
6,240
+0.1%
0.23%
+1.8%
Q1 2016$428,000
+16.3%
6,235
+9.9%
0.23%
+16.3%
Q4 2015$368,000
+2.8%
5,6750.0%0.20%
-3.0%
Q3 2015$358,000
-10.5%
5,6750.0%0.20%
-2.4%
Q2 2015$400,000
+3.4%
5,675
+5.6%
0.21%
+2.5%
Q1 2015$387,000
+3.8%
5,375
+2.3%
0.20%
-8.2%
Q4 2014$373,0005,2550.22%
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