Colorado Capital Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 287 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Colorado Capital Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$248
-14.5%
8,806
-12.7%
0.19%
-12.1%
Q2 2023$290
+2.1%
10,083
+1.5%
0.21%
-2.7%
Q1 2023$284
-17.7%
9,937
-18.3%
0.22%
-23.6%
Q4 2022$345
-99.9%
12,1660.0%0.29%
+6.3%
Q3 2022$313,000
-8.7%
12,1660.0%0.27%
-2.5%
Q2 2022$343,000
-12.7%
12,166
-1.5%
0.28%
-1.4%
Q1 2022$393,000
-3.7%
12,3540.0%0.28%
+2.9%
Q4 2021$408,000
+5.4%
12,354
-1.6%
0.27%
+0.4%
Q3 2021$387,000
-3.2%
12,5580.0%0.27%
+1.5%
Q2 2021$400,000
+1.0%
12,558
-1.2%
0.27%
-4.9%
Q1 2021$396,000
+1.0%
12,712
-13.7%
0.28%
-0.7%
Q4 2020$392,000
+28.1%
14,731
+1.4%
0.28%
+12.6%
Q3 2020$306,000
-0.3%
14,5260.0%0.25%
-5.2%
Q2 2020$307,000
+17.6%
14,5260.0%0.27%
+10.3%
Q1 2020$261,000
-23.5%
14,526
+22.3%
0.24%
-0.4%
Q4 2019$341,000
+4.9%
11,8810.0%0.24%0.0%
Q3 2019$325,000
+0.9%
11,8810.0%0.24%
+1.7%
Q2 2019$322,000
+0.9%
11,881
+2.5%
0.24%
-0.4%
Q1 2019$319,000
+12.3%
11,592
+0.1%
0.24%
+1.3%
Q4 2018$284,000
-32.5%
11,580
-18.4%
0.24%
-21.8%
Q3 2018$421,000
-8.1%
14,195
-8.0%
0.30%
-2.3%
Q2 2018$458,000
+9.0%
15,434
+0.7%
0.31%
+9.9%
Q1 2018$420,000
-5.6%
15,3200.0%0.28%
-9.3%
Q4 2017$445,000
+0.5%
15,320
+190.2%
0.31%
-6.0%
Q3 2017$443,000
+4.5%
5,2790.0%0.33%
-0.9%
Q2 2017$424,000
+7.3%
5,279
+7.8%
0.33%
+0.6%
Q1 2017$395,000
+2.9%
4,897
+5.4%
0.33%
-4.6%
Q4 2016$384,000
+1.1%
4,646
-8.0%
0.35%
-0.6%
Q3 2016$380,000
+5.3%
5,0510.0%0.35%
+0.6%
Q2 2016$361,000
+4.0%
5,0510.0%0.35%0.0%
Q1 2016$347,000
-8.2%
5,051
-13.3%
0.35%
-15.3%
Q4 2015$378,0005,8280.41%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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