Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - 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
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,599,622
-0.1%
127,646
+2.0%
0.14%
-2.8%
Q2 2023$3,602,778
+4.0%
125,140
+3.2%
0.14%
-3.3%
Q1 2023$3,464,748
+3.7%
121,315
+3.2%
0.15%
-4.5%
Q4 2022$3,342,536
+13.8%
117,529
+3.0%
0.16%
+1.9%
Q3 2022$2,938,000
+0.1%
114,126
+9.8%
0.15%0.0%
Q2 2022$2,934,000
-13.1%
103,962
-1.8%
0.15%
-8.3%
Q1 2022$3,375,000
-3.3%
105,899
-0.2%
0.17%
-3.4%
Q4 2021$3,489,000
+5.5%
106,156
-1.0%
0.17%
-7.4%
Q3 2021$3,306,000
+0.9%
107,241
+4.4%
0.19%
-5.1%
Q2 2021$3,275,000
+17.0%
102,685
+14.3%
0.20%
-11.6%
Q1 2021$2,798,000
+24.1%
89,810
+6.0%
0.22%
+30.2%
Q4 2020$2,254,000
+23.6%
84,738
-2.1%
0.17%
+10.3%
Q3 2020$1,824,000
+0.3%
86,543
+0.8%
0.16%
-8.2%
Q2 2020$1,818,000
+31.5%
85,835
+11.9%
0.17%
+12.6%
Q1 2020$1,382,000
-44.7%
76,686
-12.0%
0.15%
-45.1%
Q4 2019$2,500,000
+12.7%
87,183
+7.6%
0.28%
+2.2%
Q3 2019$2,218,000
+13.0%
81,020
+11.9%
0.27%
+5.1%
Q2 2019$1,963,000
+19.3%
72,417
+21.2%
0.26%
+7.1%
Q1 2019$1,646,000
+33.8%
59,751
+19.2%
0.24%
+14.4%
Q4 2018$1,230,000
-26.8%
50,134
-11.4%
0.21%
-29.9%
Q3 2018$1,681,000
+4.9%
56,564
+4.7%
0.30%
-0.7%
Q2 2018$1,603,000
+11.1%
54,050
+2.7%
0.30%
+5.3%
Q1 2018$1,443,000
-8.4%
52,650
-2.9%
0.28%
-15.7%
Q4 2017$1,575,000
+11.9%
54,228
+223.9%
0.34%
+4.0%
Q3 2017$1,407,000
+13.3%
16,743
+8.5%
0.32%
+7.6%
Q2 2017$1,242,000
+12.3%
15,437
+12.6%
0.30%
+9.4%
Q1 2017$1,106,000
+2.7%
13,713
+5.4%
0.28%
+4.5%
Q4 2016$1,077,000
+52.8%
13,016
+38.9%
0.26%
+43.5%
Q3 2016$705,000
+42.4%
9,374
+35.6%
0.18%
+41.5%
Q2 2016$495,000
+17.3%
6,911
+12.4%
0.13%
+27.5%
Q1 2016$422,000
-7.9%
6,146
-12.9%
0.10%
-8.1%
Q4 2015$458,000
+5.0%
7,060
+2.0%
0.11%
+7.8%
Q3 2015$436,000
+5.3%
6,919
+17.7%
0.10%
+7.3%
Q2 2015$414,000
-1.2%
5,878
+1.1%
0.10%
-4.0%
Q1 2015$419,000
-4.3%
5,816
-5.9%
0.10%
-6.5%
Q4 2014$438,000
+9.2%
6,182
+0.1%
0.11%
+10.3%
Q3 2014$401,000
-13.6%
6,178
-6.7%
0.10%
-15.7%
Q2 2014$464,000
+2.0%
6,624
-0.5%
0.12%
-4.2%
Q1 2014$455,000
+7.3%
6,659
+6.5%
0.12%0.0%
Q4 2013$424,000
-17.0%
6,252
-23.3%
0.12%
-25.0%
Q3 2013$511,000
+12.8%
8,154
+5.0%
0.16%
+6.0%
Q2 2013$453,0007,7630.15%
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