Key FInancial Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 293 filers reported holding WISDOMTREE TR in Q2 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
Q2 2024$5,258,740
-1.2%
168,820
+3.6%
1.26%
-7.1%
Q1 2024$5,324,949
+3.3%
162,942
+1.7%
1.36%
-3.6%
Q4 2023$5,155,104
+24.4%
160,246
+9.1%
1.41%
+0.9%
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 Q2 2022
NameSharesValueWeighting ↓
Del-Sette Capital Management, LLC 229,640$6,558,5166.46%
EisnerAmper Wealth Management Corporate Benefits, LLC 423,086$12,0835.84%
H&H Retirement Design & Management INC 156,428$4,447,2542.83%
Melone Private Wealth, LLC 133,106$3,708,3352.83%
HC Advisors, LLC 150,284$4,292,1112.65%
VAUGHAN & Co SECURITIES, INC. 119,718$3,419,1322.54%
Kades & Cheifetz LLC 109,229$3,119,5712.46%
FFG RETIREMENT ADVISORS LLC 79,122$2,259,7241.94%
DB Wealth Management Group, LLC 97,903$2,796,1251.76%
WEST BANCORPORATION INC 69,895$1,996,2011.52%
View complete list of WISDOMTREE TR shareholders