Geneos Wealth Management Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$185,189
-2.0%
6,5670.0%0.01%0.0%
Q2 2023$189,064
-17.6%
6,567
-18.3%
0.01%
-28.6%
Q1 2023$229,565
-6.9%
8,038
-7.3%
0.01%
-6.7%
Q4 2022$246,660
+24.6%
8,673
+12.2%
0.02%
+7.1%
Q3 2022$198,000
-38.1%
7,729
-31.2%
0.01%
-12.5%
Q2 2022$320,000
-35.2%
11,231
-27.7%
0.02%
-23.8%
Q1 2022$494,000
-16.0%
15,528
-13.3%
0.02%
-4.5%
Q4 2021$588,000
+11.4%
17,918
+6.5%
0.02%
+10.0%
Q3 2021$528,000
+158.8%
16,831
+162.1%
0.02%
+150.0%
Q2 2021$204,0000.0%6,421
+0.2%
0.01%
+33.3%
Q1 2021$204,000
-23.9%
6,410
-25.1%
0.01%
-45.5%
Q4 2020$268,000
+66.5%
8,560
+9.0%
0.01%
+37.5%
Q3 2020$161,000
+8.8%
7,854
+7.2%
0.01%0.0%
Q2 2020$148,000
+23.3%
7,328
+7.6%
0.01%0.0%
Q1 2020$120,000
-72.3%
6,810
-55.1%
0.01%
-65.2%
Q4 2019$433,000
+0.9%
15,162
-3.7%
0.02%
-11.5%
Q3 2019$429,000
-6.3%
15,739
-7.0%
0.03%
-7.1%
Q2 2019$458,000
-5.6%
16,928
-3.9%
0.03%
-12.5%
Q1 2019$485,000
+8.5%
17,622
-3.8%
0.03%
-3.0%
Q4 2018$447,000
-19.2%
18,322
-1.7%
0.03%
-10.8%
Q3 2018$553,0000.0%18,642
-0.2%
0.04%
-14.0%
Q2 2018$553,000
+6.6%
18,676
-1.5%
0.04%
-4.4%
Q1 2018$519,000
-6.5%
18,960
-0.8%
0.04%
-10.0%
Q4 2017$555,000
+6.7%
19,114
+208.3%
0.05%
-3.8%
Q3 2017$520,000
+3.8%
6,199
-0.6%
0.05%
+2.0%
Q2 2017$501,000
+0.6%
6,235
+0.9%
0.05%
-1.9%
Q1 2017$498,000
-7.4%
6,178
-5.1%
0.05%
-26.8%
Q4 2016$538,000
+9.6%
6,513
-0.3%
0.07%
+7.6%
Q3 2016$491,000
+6.3%
6,535
+1.6%
0.07%
-1.5%
Q2 2016$462,000
+11.6%
6,430
+6.7%
0.07%
+6.3%
Q1 2016$414,0006,0240.06%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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