Moisand Fitzgerald Tamayo, 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
Moisand Fitzgerald Tamayo, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$91,622
-2.0%
3,2490.0%0.02%0.0%
Q2 2023$93,539
+0.8%
3,2490.0%0.02%
-5.0%
Q1 2023$92,792
+0.4%
3,2490.0%0.02%
-4.8%
Q4 2022$92,402
+10.0%
3,2490.0%0.02%
-8.7%
Q3 2022$84,000
-8.7%
3,2490.0%0.02%
-8.0%
Q2 2022$92,000
-11.5%
3,2490.0%0.02%
-46.8%
Q1 2022$104,000
-2.8%
3,2490.0%0.05%
+56.7%
Q4 2021$107,000
+7.0%
3,2490.0%0.03%
-11.8%
Q3 2021$100,000
-3.8%
3,2490.0%0.03%
-10.5%
Q2 2021$104,000
+3.0%
3,2490.0%0.04%
-13.6%
Q1 2021$101,000
+17.4%
3,2490.0%0.04%
+12.8%
Q4 2020$86,000
+26.5%
3,2490.0%0.04%
+11.4%
Q3 2020$68,000
-1.4%
3,2490.0%0.04%
-7.9%
Q2 2020$69,000
+16.9%
3,2490.0%0.04%0.0%
Q1 2020$59,000
-36.6%
3,2490.0%0.04%
-20.8%
Q4 2019$93,000
+4.5%
3,2490.0%0.05%0.0%
Q3 2019$89,000
+1.1%
3,2490.0%0.05%0.0%
Q2 2019$88,000
-1.1%
3,2490.0%0.05%
-2.0%
Q1 2019$89,000
+11.2%
3,2490.0%0.05%
-2.0%
Q4 2018$80,000
-17.5%
3,2490.0%0.05%
-7.4%
Q3 2018$97,000
+1.0%
3,2490.0%0.05%
-3.6%
Q2 2018$96,000
+7.9%
3,2490.0%0.06%
+5.7%
Q1 2018$89,000
-5.3%
3,2490.0%0.05%
-1.9%
Q4 2017$94,000
+3.3%
3,249
+200.0%
0.05%
-1.8%
Q3 2017$91,000
+23.0%
1,0830.0%0.06%
+77.4%
Q1 2016$74,000
+5.7%
1,0830.0%0.03%
-48.3%
Q4 2015$70,0001,0830.06%
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