Creative Planning - 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
Creative Planning ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$45,082,703
-10.0%
1,598,677
-8.1%
0.06%
-10.4%
Q2 2023$50,088,924
+3.4%
1,739,803
+2.6%
0.07%
-4.3%
Q1 2023$48,446,401
-1.1%
1,696,303
-1.5%
0.07%
-5.4%
Q4 2022$48,996,522
+11.5%
1,722,803
+0.9%
0.07%
-2.6%
Q3 2022$43,943,000
-4.4%
1,707,186
+4.8%
0.08%0.0%
Q2 2022$45,973,000
-8.6%
1,629,092
+3.2%
0.08%
-2.6%
Q1 2022$50,324,000
+1.1%
1,579,034
+4.2%
0.08%
-2.5%
Q4 2021$49,797,000
+6.7%
1,515,442
+0.1%
0.08%
-3.6%
Q3 2021$46,665,000
+2.8%
1,513,629
+6.3%
0.08%
+2.5%
Q2 2021$45,408,000
-5.2%
1,423,907
-7.4%
0.08%
-16.5%
Q1 2021$47,923,000
+16.3%
1,538,464
-0.7%
0.10%
+6.6%
Q4 2020$41,217,000
+18.7%
1,549,494
-6.0%
0.09%0.0%
Q3 2020$34,736,000
+4.5%
1,647,814
+5.0%
0.09%
-5.2%
Q2 2020$33,245,000
+21.6%
1,569,619
+3.4%
0.10%
-1.0%
Q1 2020$27,343,000
-27.2%
1,517,389
+15.8%
0.10%
-14.2%
Q4 2019$37,570,000
+14.8%
1,309,961
+9.6%
0.11%
+5.6%
Q3 2019$32,717,000
+7.3%
1,195,366
+6.3%
0.11%
+3.9%
Q2 2019$30,492,000
+2.5%
1,124,752
+4.1%
0.10%
-3.7%
Q1 2019$29,757,000
+20.6%
1,080,475
+7.4%
0.11%
+5.9%
Q4 2018$24,678,000
-13.3%
1,006,004
+5.0%
0.10%
-4.7%
Q3 2018$28,472,000
+6.7%
958,337
+6.5%
0.11%
+1.0%
Q2 2018$26,676,000
+18.9%
899,687
+9.9%
0.10%
+15.4%
Q1 2018$22,427,000
-2.9%
818,511
+3.0%
0.09%
-9.0%
Q4 2017$23,093,000
+3.2%
794,952
+198.5%
0.10%
-3.8%
Q3 2017$22,377,000
+3.3%
266,296
-1.0%
0.10%
-5.5%
Q2 2017$21,652,000
+4.4%
269,034
+4.6%
0.11%
-2.7%
Q1 2017$20,734,000
-0.9%
257,177
+1.7%
0.11%
-11.0%
Q4 2016$20,913,000
+9.4%
252,816
-0.5%
0.13%
+4.1%
Q3 2016$19,116,000
+48.2%
254,177
+41.2%
0.12%
+31.2%
Q2 2016$12,896,000
+8.9%
179,955
+4.5%
0.09%
+1.1%
Q1 2016$11,837,000
+20.5%
172,249
+13.9%
0.09%
+13.6%
Q4 2015$9,821,000
+5.9%
151,243
+2.8%
0.08%
-1.2%
Q3 2015$9,270,000
-9.4%
147,146
+1.3%
0.08%
-11.8%
Q2 2015$10,232,000
+0.6%
145,262
+3.0%
0.09%
-3.1%
Q1 2015$10,169,000
+2.8%
141,085
+0.8%
0.10%
-6.8%
Q4 2014$9,896,000
+32.8%
140,024
+22.0%
0.10%
+19.8%
Q3 2014$7,451,000
+0.5%
114,743
+8.4%
0.09%
-10.4%
Q2 2014$7,415,000
+35.1%
105,880
+31.7%
0.10%
+15.7%
Q1 2014$5,489,000
+15.9%
80,416
+15.1%
0.08%
+2.5%
Q4 2013$4,738,000
+26.8%
69,893
+17.2%
0.08%
+9.5%
Q3 2013$3,736,000
+62.2%
59,648
+51.0%
0.07%
+37.0%
Q2 2013$2,304,00039,4910.05%
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