MCF Advisors LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 307 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MCF Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$112,795
-4.7%
3,6210.0%0.01%0.0%
Q1 2024$118,335
+1.5%
3,6210.0%0.01%
-10.0%
Q4 2023$116,550
+14.1%
3,6210.0%0.01%
+11.1%
Q3 2023$102,113
-2.0%
3,6210.0%0.01%0.0%
Q2 2023$104,249
-39.0%
3,621
-39.5%
0.01%
-43.8%
Q1 2023$171,005
+66.1%
5,988
+65.4%
0.02%
+45.5%
Q4 2022$102,981
+10.7%
3,6210.0%0.01%
+10.0%
Q3 2022$93,000
-8.8%
3,6210.0%0.01%
-9.1%
Q2 2022$102,000
-11.3%
3,6210.0%0.01%0.0%
Q1 2022$115,000
+2.7%
3,6210.0%0.01%0.0%
Q3 2021$112,000
-2.6%
3,6210.0%0.01%
-8.3%
Q2 2021$115,000
+1.8%
3,6210.0%0.01%
-7.7%
Q1 2021$113,000
+17.7%
3,6210.0%0.01%
+18.2%
Q4 2020$96,000
+26.3%
3,6210.0%0.01%
+10.0%
Q3 2020$76,000
-1.3%
3,6210.0%0.01%
-9.1%
Q2 2020$77,000
-55.0%
3,621
-61.8%
0.01%
-62.1%
Q1 2020$171,000
-37.1%
9,4770.0%0.03%
-29.3%
Q4 2019$272,000
+5.0%
9,4770.0%0.04%
-2.4%
Q3 2019$259,000
+0.8%
9,4770.0%0.04%0.0%
Q2 2019$257,000
-1.5%
9,4770.0%0.04%
-6.7%
Q1 2019$261,000
+12.5%
9,4770.0%0.04%
+2.3%
Q4 2018$232,000
-38.1%
9,477
-24.8%
0.04%
-33.3%
Q3 2018$375,000
+0.3%
12,6090.0%0.07%
-8.3%
Q2 2018$374,000
+43.8%
12,609
+33.0%
0.07%
+41.2%
Q1 2018$260,000
+147.6%
9,477
+161.7%
0.05%
+168.4%
Q4 2017$105,000
+4.0%
3,621
+200.0%
0.02%
-5.0%
Q3 2017$101,000
+4.1%
1,2070.0%0.02%
+5.3%
Q2 2017$97,0000.0%1,2070.0%0.02%
-5.0%
Q1 2017$97,000
-3.0%
1,2070.0%0.02%
-9.1%
Q4 2016$100,000
+9.9%
1,2070.0%0.02%0.0%
Q3 2016$91,000
+5.8%
1,2070.0%0.02%
+4.8%
Q2 2016$86,000
+3.6%
1,2070.0%0.02%
-4.5%
Q1 2016$83,000
+6.4%
1,2070.0%0.02%
+4.8%
Q4 2015$78,000
+2.6%
1,2070.0%0.02%
+10.5%
Q3 2015$76,000
-10.6%
1,2070.0%0.02%
-9.5%
Q2 2015$85,000
-2.3%
1,2070.0%0.02%
-4.5%
Q1 2015$87,000
+1.2%
1,2070.0%0.02%
-8.3%
Q4 2014$86,000
+4.9%
1,2070.0%0.02%0.0%
Q3 2014$82,0000.0%1,2070.0%0.02%
-7.7%
Q2 2014$82,0000.0%1,2070.0%0.03%
-7.1%
Q1 2014$82,0000.0%1,2070.0%0.03%
-3.4%
Q4 2013$82,000
+811.1%
1,207
+828.5%
0.03%
+480.0%
Q3 2013$9,0001300.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Del-Sette Capital Management, LLC 229,640$6,558,5166.46%
EisnerAmper Wealth Management Corporate Benefits, LLC 423,086$12,0835.84%
H&H Retirement Design & Management INC 156,428$4,447,2542.83%
Melone Private Wealth, LLC 133,106$3,708,3352.83%
HC Advisors, LLC 150,284$4,292,1112.65%
VAUGHAN & Co SECURITIES, INC. 119,718$3,419,1322.54%
Kades & Cheifetz LLC 109,229$3,119,5712.46%
FFG RETIREMENT ADVISORS LLC 79,122$2,259,7241.94%
DB Wealth Management Group, LLC 97,903$2,796,1251.76%
WEST BANCORPORATION INC 69,895$1,996,2011.52%
View complete list of WISDOMTREE TR shareholders