EisnerAmper Wealth Management Corporate Benefits, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
EisnerAmper Wealth Management Corporate Benefits, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$9,150
+12.8%
284,436
-1.1%
3.34%
-7.7%
Q3 2023$8,114
-30.0%
287,741
-28.5%
3.62%
-34.7%
Q2 2023$11,586
-4.1%
402,434
-4.9%
5.55%
-5.1%
Q1 2023$12,083
-0.4%
423,086
-0.8%
5.84%
-5.7%
Q4 2022$12,127
-99.9%
426,410
-1.0%
6.20%
-1.9%
Q3 2022$11,083,000
-9.5%
430,557
-0.8%
6.32%
-2.9%
Q2 2022$12,247,000
-10.7%
433,992
+0.9%
6.50%
-1.2%
Q1 2022$13,709,000
-4.3%
430,142
-1.3%
6.58%
+1.0%
Q4 2021$14,323,000
+7.5%
435,875
+0.8%
6.51%
-2.9%
Q3 2021$13,327,000
-6.0%
432,262
-2.8%
6.71%
-6.2%
Q2 2021$14,180,000
+2.5%
444,654
+0.1%
7.16%
-4.2%
Q1 2021$13,837,000
+18.8%
444,211
+1.4%
7.47%
+11.9%
Q4 2020$11,648,000
+29.6%
437,912
+2.7%
6.67%
+12.9%
Q3 2020$8,990,000
+0.8%
426,475
+1.3%
5.91%
-3.1%
Q2 2020$8,917,000
+24.5%
421,029
+6.0%
6.10%
+25.5%
Q1 2020$7,161,000
-35.3%
397,375
+3.0%
4.86%
-35.9%
Q4 2019$11,062,000
+7.2%
385,705
+2.3%
7.58%
+1.4%
Q3 2019$10,318,000
+6.7%
376,971
+5.7%
7.48%
+4.0%
Q2 2019$9,670,000
+4.4%
356,687
+6.0%
7.19%
+3.9%
Q1 2019$9,265,000
+19.5%
336,435
+6.5%
6.92%
+3.5%
Q4 2018$7,750,000
-17.3%
315,929
+0.2%
6.68%
-7.6%
Q3 2018$9,367,000
+0.3%
315,288
+0.1%
7.23%
-4.8%
Q2 2018$9,336,000
+8.8%
314,880
+0.6%
7.60%
+5.5%
Q1 2018$8,580,000
-2.5%
313,153
+3.4%
7.20%
+0.7%
Q4 2017$8,798,000
+1.5%
302,862
+193.5%
7.15%
-4.1%
Q3 2017$8,670,000
+11.5%
103,182
+6.8%
7.46%
+11.5%
Q2 2017$7,777,000
-1.2%
96,628
-1.1%
6.69%
-2.0%
Q1 2017$7,873,000
+2.4%
97,657
+5.0%
6.82%
+3.5%
Q4 2016$7,691,000
+10.3%
92,977
-0.2%
6.60%
+10.1%
Q3 2016$6,974,000
+6.8%
93,146
+1.9%
5.99%
+0.3%
Q2 2016$6,533,000
+8.8%
91,442
+4.7%
5.97%
+5.3%
Q1 2016$6,002,000
+11.5%
87,345
+5.3%
5.67%
+7.0%
Q4 2015$5,385,000
+11.0%
82,933
+7.7%
5.30%
+54.9%
Q3 2015$4,853,000
-5.1%
77,028
+6.1%
3.42%
-13.0%
Q2 2015$5,112,000
+72.5%
72,567
+76.5%
3.93%
+75.3%
Q1 2015$2,963,000
+13.6%
41,109
+11.8%
2.24%
+8.3%
Q4 2014$2,608,00036,7782.07%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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