Chicago Partners Investment Group LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 271 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$628,752
-12.3%
23,478
-0.7%
0.03%
-8.1%
Q2 2023$716,750
+8.4%
23,632
+0.5%
0.04%
-5.1%
Q1 2023$661,336
-17.7%
23,510
-7.0%
0.04%
-20.4%
Q4 2022$803,656
+11.9%
25,280
+3.0%
0.05%
-3.9%
Q3 2022$718,000
-6.9%
24,546
-3.4%
0.05%
-8.9%
Q2 2022$771,000
+3.8%
25,421
+1.2%
0.06%
-1.8%
Q1 2022$743,000
-4.6%
25,117
+1.3%
0.06%
+3.6%
Q4 2021$779,000
+30.3%
24,794
+40.1%
0.06%
+31.0%
Q3 2021$598,000
-50.7%
17,696
-54.5%
0.04%
-6.7%
Q2 2021$1,214,000
+94.6%
38,852
+99.9%
0.04%
-11.8%
Q1 2021$624,000
+11.0%
19,439
-2.2%
0.05%
-3.8%
Q4 2020$562,000
+27.1%
19,883
+1.8%
0.05%
+1.9%
Q3 2020$442,000
-53.4%
19,523
-55.6%
0.05%
-56.3%
Q2 2020$949,000
+10.5%
43,982
-3.6%
0.12%
-10.5%
Q1 2020$859,000
-49.1%
45,618
-22.0%
0.13%
-36.1%
Q4 2019$1,688,000
+7.6%
58,466
+3.1%
0.21%
-5.9%
Q3 2019$1,569,000
+10.4%
56,704
+6.5%
0.22%
+8.3%
Q2 2019$1,421,000
-7.3%
53,255
-1.7%
0.20%
-10.1%
Q1 2019$1,533,000
+9.6%
54,191
+2.6%
0.23%
+9.1%
Q4 2018$1,399,000
+69.8%
52,831
+72.7%
0.21%
+69.1%
Q3 2018$824,000
+41.8%
30,591
+56.0%
0.12%
+36.7%
Q2 2018$581,000
+11.3%
19,610
+2.9%
0.09%0.0%
Q1 2018$522,000
-3.5%
19,066
+2.5%
0.09%
+2.3%
Q4 2017$541,000
+21.6%
18,610
+251.1%
0.09%
+15.8%
Q3 2017$445,000
+86.2%
5,300
+79.4%
0.08%
+22.6%
Q2 2017$239,000
+56.2%
2,954
+55.5%
0.06%
+44.2%
Q1 2017$153,000
+106.8%
1,900
+111.1%
0.04%
+59.3%
Q4 2016$74,000
+27.6%
900
+16.4%
0.03%
+17.4%
Q3 2016$58,000
+5.5%
7730.0%0.02%
-11.5%
Q2 2016$55,000
+3.8%
7730.0%0.03%
-3.7%
Q1 2016$53,000
+6.0%
7730.0%0.03%
+12.5%
Q4 2015$50,000
+2.0%
7730.0%0.02%
-11.1%
Q3 2015$49,000
-55.5%
773
-50.4%
0.03%
-46.0%
Q2 2015$110,000
+96.4%
1,559
+98.3%
0.05%
+100.0%
Q1 2015$56,000
+1.8%
786
+1.7%
0.02%
+8.7%
Q4 2014$55,0007730.02%
Other shareholders
WISDOMTREE TR shareholders Q2 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