Monterey Private Wealth, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 263 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Monterey Private Wealth, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$834,000
-0.5%
31,362
-21.1%
0.48%
-10.8%
Q3 2020$838,000
-9.6%
39,735
-9.3%
0.54%
-18.5%
Q2 2020$927,000
+9.3%
43,789
-6.9%
0.66%
-8.7%
Q1 2020$848,000
-40.4%
47,038
-5.1%
0.72%
-36.5%
Q4 2019$1,422,00049,5861.14%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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