O'SHAUGHNESSY ASSET MANAGEMENT, LLC - 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
O'SHAUGHNESSY ASSET MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$206,875
+0.6%
7,336
+2.7%
0.00%0.0%
Q2 2023$205,561
+13.6%
7,140
+12.7%
0.00%0.0%
Q1 2023$180,899
+21.8%
6,334
+21.3%
0.00%
+50.0%
Q4 2022$148,542
+6.9%
5,223
-3.2%
0.00%
-33.3%
Q3 2022$139,000
-0.7%
5,394
+8.8%
0.00%0.0%
Q2 2022$140,000
+70.7%
4,956
+91.6%
0.00%
+200.0%
Q1 2022$82,000
+49.1%
2,587
+54.8%
0.00%0.0%
Q4 2021$55,000
+5.8%
1,6710.0%0.00%0.0%
Q3 2021$52,000
-1.9%
1,6710.0%0.00%0.0%
Q2 2021$53,000
+1.9%
1,6710.0%0.00%0.0%
Q1 2021$52,000
+18.2%
1,6710.0%0.00%0.0%
Q4 2020$44,0001,671
+41675.0%
0.00%
Q1 2020$0
-100.0%
4
-99.5%
0.00%
-100.0%
Q4 2019$25,0008880.00%
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