Key FInancial Inc - 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
Key FInancial Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,142,506
+2.9%
146,897
+5.1%
1.40%
+4.7%
Q2 2023$4,025,042
+1.1%
139,807
+0.3%
1.33%
-8.1%
Q1 2023$3,982,430
+13.3%
139,441
+2.1%
1.45%
-12.6%
Q4 2022$3,515,572
-0.0%
136,5800.0%1.66%
+0.5%
Q3 2022$3,516,000
-8.2%
136,580
+1.9%
1.65%
-20.3%
Q2 2022$3,829,000
-12.5%
133,990
-2.4%
2.07%
-4.7%
Q1 2022$4,377,000
+6.4%
137,326
+9.7%
2.18%
+5.6%
Q4 2021$4,114,000
+10.3%
125,212
+3.5%
2.06%
-2.4%
Q3 2021$3,729,000
+4.4%
120,946
+6.5%
2.11%
+5.8%
Q2 2021$3,571,000
+3.0%
113,566
+2.0%
2.00%
-12.7%
Q1 2021$3,468,000
+40.9%
111,326
+20.3%
2.29%
+24.8%
Q4 2020$2,461,000
+47.5%
92,513
+16.8%
1.83%
+7.0%
Q3 2020$1,669,000
+13.9%
79,183
+13.1%
1.71%
+1.9%
Q2 2020$1,465,000
+126.8%
69,986
+95.8%
1.68%
+153.4%
Q1 2020$646,000
-51.6%
35,742
-23.3%
0.66%
-47.1%
Q4 2019$1,336,00046,5941.25%
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