Capital Analysts, LLC - 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
Capital Analysts, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,612
-7.8%
57,170
-5.9%
0.09%
-7.2%
Q2 2023$1,749
-3.6%
60,746
-4.4%
0.10%
-6.7%
Q1 2023$1,814
+6.0%
63,521
+5.6%
0.10%0.0%
Q4 2022$1,711
-99.9%
60,146
-3.2%
0.10%
-5.5%
Q3 2022$1,599,000
-0.5%
62,121
+9.1%
0.11%
-1.8%
Q2 2022$1,607,000
-11.8%
56,929
-0.4%
0.11%
-2.6%
Q1 2022$1,822,000
+1.6%
57,165
+4.7%
0.12%
+5.5%
Q4 2021$1,793,000
+7.1%
54,578
+0.5%
0.11%
-0.9%
Q3 2021$1,674,000
-36.0%
54,305
-33.7%
0.11%
-37.5%
Q2 2021$2,614,000
-1.4%
81,964
-3.7%
0.18%
-3.8%
Q1 2021$2,650,000
+9.7%
85,087
-6.3%
0.18%
-13.7%
Q4 2020$2,415,000
+21.4%
90,787
-3.8%
0.21%
+12.2%
Q3 2020$1,990,000
-5.7%
94,392
-5.2%
0.19%
-14.9%
Q2 2020$2,110,000
+18.4%
99,617
+0.7%
0.22%
+1.4%
Q1 2020$1,782,000
-40.0%
98,905
-4.4%
0.22%
-25.3%
Q4 2019$2,968,000
+5.3%
103,487
+0.4%
0.29%
-1.7%
Q3 2019$2,819,000
+4.7%
103,028
+3.7%
0.30%
+1.7%
Q2 2019$2,693,000
-9.9%
99,330
-8.5%
0.29%
-15.1%
Q1 2019$2,988,000
+9.5%
108,499
-2.5%
0.34%
-3.9%
Q4 2018$2,729,000
-99.9%
111,253
-49.5%
0.36%
-3.8%
Q3 2018$3,278,463,000
+96924.7%
220,476
+93.5%
0.37%
-7.2%
Q2 2018$3,379,000
+9.4%
113,960
+1.1%
0.40%
+5.2%
Q1 2018$3,089,000
-5.7%
112,724
-0.0%
0.38%
-6.8%
Q4 2017$3,276,000
+7.1%
112,772
+209.7%
0.41%0.0%
Q3 2017$3,060,000
-99.9%
36,412
+5.5%
0.41%
+3.5%
Q2 2017$2,778,364,000
+6.9%
34,522
+7.1%
0.40%
-3.4%
Q1 2017$2,599,607,000
+99616.4%
32,245
+2.3%
0.41%
-10.1%
Q4 2016$2,607,000
-99.9%
31,521
+4.5%
0.46%
+7.0%
Q3 2016$2,268,573,000
+21.6%
30,163
+15.9%
0.43%
+13.6%
Q2 2016$1,865,201,000
+24.1%
26,028
+19.0%
0.38%
+24.2%
Q1 2016$1,502,999,000
+12.7%
21,871
+6.5%
0.30%
+11.4%
Q4 2015$1,333,565,000
+6.6%
20,538
+3.5%
0.27%
+13.4%
Q3 2015$1,250,759,000
-11.0%
19,853
-0.5%
0.24%
-16.7%
Q2 2015$1,404,880,000
-21.7%
19,944
-19.8%
0.29%
-23.1%
Q1 2015$1,793,185,000
+6.4%
24,877
+4.6%
0.37%
+0.8%
Q4 2014$1,686,078,000
+11.3%
23,774
+1.9%
0.37%
+3.9%
Q3 2014$1,515,153,000
+2.8%
23,331
+10.9%
0.36%
-0.8%
Q2 2014$1,473,276,000
+14.2%
21,037
+11.3%
0.36%
+6.2%
Q1 2014$1,290,087,000
-3.9%
18,899
-4.6%
0.34%
-7.4%
Q4 2013$1,343,040,000
+10.8%
19,811
+2.4%
0.36%
+0.6%
Q3 2013$1,212,105,000
+6.8%
19,353
-0.5%
0.36%
+1.1%
Q2 2013$1,135,355,000
+28.6%
19,457
+25.7%
0.36%
+21.3%
Q1 2013$883,096,000
+39.2%
15,476
+24.3%
0.30%
+15.6%
Q4 2012$634,245,00012,4480.26%
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