ENVESTNET ASSET MANAGEMENT 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
ENVESTNET ASSET MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$15,206,257
+15.8%
539,229
+18.2%
0.01%
+16.7%
Q2 2023$13,131,218
+2.8%
456,103
+1.9%
0.01%0.0%
Q1 2023$12,779,162
+12.4%
447,450
+11.9%
0.01%0.0%
Q4 2022$11,370,877
+22.2%
399,820
+10.6%
0.01%
+20.0%
Q3 2022$9,304,000
+1.5%
361,465
+11.3%
0.01%0.0%
Q2 2022$9,167,000
-0.1%
324,828
+12.8%
0.01%0.0%
Q1 2022$9,175,000
-1.4%
287,893
+1.6%
0.01%0.0%
Q4 2021$9,309,000
-3.8%
283,281
-9.7%
0.01%0.0%
Q3 2021$9,676,000
-13.5%
313,847
-10.6%
0.01%
-16.7%
Q2 2021$11,191,000
-0.7%
350,911
-3.0%
0.01%
-14.3%
Q1 2021$11,275,000
+7.3%
361,948
-8.4%
0.01%
-12.5%
Q4 2020$10,506,000
+129.6%
394,963
+81.9%
0.01%
+100.0%
Q3 2020$4,576,000
+4.6%
217,099
+5.1%
0.00%0.0%
Q2 2020$4,376,000
+13.3%
206,601
-3.6%
0.00%
-20.0%
Q1 2020$3,861,000
-47.1%
214,272
-15.7%
0.01%
-37.5%
Q4 2019$7,294,000
+12.7%
254,321
+7.6%
0.01%
+14.3%
Q3 2019$6,470,000
-2.5%
236,379
-3.5%
0.01%
-12.5%
Q2 2019$6,639,000
+3.8%
244,882
+5.5%
0.01%
-11.1%
Q1 2019$6,395,000
+50.0%
232,220
+33.6%
0.01%
+28.6%
Q4 2018$4,263,000
-11.1%
173,773
+7.7%
0.01%
-12.5%
Q3 2018$4,793,000
-20.9%
161,335
-21.1%
0.01%
-42.9%
Q2 2018$6,063,000
+2.3%
204,432
-4.3%
0.01%
-17.6%
Q1 2018$5,924,000
+22.3%
213,723
+28.1%
0.02%
+54.5%
Q4 2017$4,845,000
+6.4%
166,850
+207.8%
0.01%0.0%
Q3 2017$4,554,000
+9.5%
54,203
+4.8%
0.01%
-8.3%
Q2 2017$4,160,000
+0.4%
51,702
+0.6%
0.01%
-7.7%
Q1 2017$4,142,000
-31.5%
51,395
-29.7%
0.01%
-40.9%
Q4 2016$6,045,000
+33.7%
73,078
+21.6%
0.02%
+22.2%
Q3 2016$4,520,000
+161.9%
60,104
+149.5%
0.02%
+157.1%
Q2 2016$1,726,000
-35.6%
24,085
-38.3%
0.01%
-41.7%
Q1 2016$2,682,000
-26.7%
39,029
-30.7%
0.01%
-29.4%
Q4 2015$3,659,000
-45.8%
56,352
-47.4%
0.02%
-50.0%
Q3 2015$6,749,000
-17.9%
107,120
-8.2%
0.03%
-12.8%
Q2 2015$8,217,000
-4.3%
116,650
-2.1%
0.04%
-11.4%
Q1 2015$8,590,000
+1096.4%
119,169
+1077.8%
0.04%
+528.6%
Q4 2014$718,000
-80.1%
10,118
-81.8%
0.01%
-80.6%
Q3 2014$3,614,000
-21.7%
55,649
-15.6%
0.04%
-25.0%
Q2 2014$4,615,000
-6.6%
65,904
-9.0%
0.05%
-12.7%
Q1 2014$4,943,000
-9.6%
72,417
-10.2%
0.06%
-12.7%
Q4 2013$5,469,000
+6.4%
80,680
-1.7%
0.06%0.0%
Q3 2013$5,138,000
-0.2%
82,043
-7.0%
0.06%
-6.0%
Q2 2013$5,150,00088,2600.07%
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