Connecticut Wealth Management, 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
Connecticut Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,012,521
-3.2%
35,905
-1.2%
0.07%
-5.5%
Q2 2023$1,046,229
-7.9%
36,340
-8.6%
0.07%
-15.1%
Q1 2023$1,135,974
-2.8%
39,775
-3.2%
0.09%
-13.1%
Q4 2022$1,168,457
+5.3%
41,085
-4.7%
0.10%
-3.9%
Q3 2022$1,110,000
-10.7%
43,130
-2.1%
0.10%
-5.5%
Q2 2022$1,243,000
-17.9%
44,045
-7.3%
0.11%
-6.0%
Q1 2022$1,514,000
-10.3%
47,517
-7.5%
0.12%
-11.5%
Q4 2021$1,688,000
-6.0%
51,374
-11.8%
0.13%
-16.6%
Q3 2021$1,796,000
-19.3%
58,255
-16.6%
0.16%
-19.9%
Q2 2021$2,226,000
+1.9%
69,812
-15.0%
0.20%
-15.5%
Q4 2020$2,185,000
-7.5%
82,136
-26.7%
0.23%
-11.1%
Q3 2020$2,362,000
-17.1%
112,035
-16.7%
0.26%
-26.3%
Q2 2020$2,849,000
+1.6%
134,500
-13.6%
0.35%
-15.5%
Q1 2020$2,805,000
-83.2%
155,680
-73.3%
0.42%
-77.2%
Q4 2019$16,726,000
+2.5%
583,196
-2.2%
1.84%
-8.5%
Q3 2019$16,321,000
+1.3%
596,292
+0.4%
2.01%
+1.2%
Q2 2019$16,104,000594,0261.99%
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