MOLLER WEALTH PARTNERS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
MOLLER WEALTH PARTNERS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$303,658
-3.1%
10,768
-1.1%
0.10%0.0%
Q2 2023$313,437
+53.7%
10,887
+52.5%
0.10%
+52.4%
Q1 2023$203,947
-6.0%
7,141
+4.8%
0.06%
-6.0%
Q1 2022$217,000
-3.1%
6,8160.0%0.07%
-5.6%
Q4 2021$224,000
+6.7%
6,8160.0%0.07%
+2.9%
Q3 2021$210,000
-3.2%
6,8160.0%0.07%
-2.8%
Q2 2021$217,000
+2.4%
6,8160.0%0.07%
-4.1%
Q1 2021$212,000
-6.6%
6,816
-20.1%
0.07%
-21.3%
Q4 2020$227,000
+3.7%
8,535
-17.9%
0.09%
-4.1%
Q3 2020$219,000
-1.8%
10,393
-1.1%
0.10%
+1.0%
Q2 2020$223,000
-61.3%
10,506
-67.1%
0.10%
-67.4%
Q1 2020$576,000
-42.6%
31,943
-8.7%
0.30%
-32.9%
Q4 2019$1,004,000
+14.2%
35,005
+9.0%
0.44%
+4.5%
Q3 2019$879,000
+0.9%
32,1200.0%0.42%
-4.7%
Q2 2019$871,000
-1.6%
32,1200.0%0.45%
+12.3%
Q1 2019$885,000
+3.3%
32,120
-1.1%
0.40%
-29.0%
Q4 2018$857,000
+177.3%
32,477
+212.5%
0.56%
+314.1%
Q3 2018$309,000
+0.3%
10,3930.0%0.14%
+12.5%
Q2 2018$308,000
-2.5%
10,393
-9.8%
0.12%
-12.4%
Q1 2018$316,000
-49.2%
11,526
-46.1%
0.14%
-42.2%
Q4 2017$622,000
+3.8%
21,402
+200.0%
0.24%
+3.5%
Q3 2017$599,000
+4.4%
7,1340.0%0.23%
-5.4%
Q2 2017$574,000
-0.2%
7,1340.0%0.24%
-4.0%
Q1 2017$575,000
-2.5%
7,1340.0%0.25%
-13.4%
Q4 2016$590,000
+9.9%
7,1340.0%0.29%
+17.8%
Q3 2016$537,000
-22.7%
7,134
-26.4%
0.25%
-27.4%
Q2 2016$695,000
-16.7%
9,699
-20.1%
0.34%
-30.6%
Q1 2016$834,000
+5.8%
12,1390.0%0.49%
+12.9%
Q4 2015$788,000
+3.0%
12,1390.0%0.43%
-38.8%
Q3 2015$765,000
-10.5%
12,1390.0%0.71%
+82.7%
Q2 2015$855,000
-2.3%
12,1390.0%0.39%
-4.0%
Q1 2015$875,000
-2.0%
12,139
-3.6%
0.40%
-8.6%
Q4 2014$893,000
+9.2%
12,5940.0%0.44%
+14.5%
Q3 2014$818,000
-7.3%
12,5940.0%0.39%
-3.7%
Q2 2014$882,000
+2.6%
12,5940.0%0.40%
-8.7%
Q1 2014$860,000
-24.8%
12,594
-25.3%
0.44%
-28.5%
Q4 2013$1,143,000
+5.5%
16,855
-2.6%
0.61%
-9.7%
Q3 2013$1,083,000
+7.4%
17,300
+0.2%
0.68%
-7.6%
Q2 2013$1,008,00017,2730.74%
Other shareholders
WISDOMTREE TR shareholders Q4 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