PINNACLE ASSOCIATES LTD - 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
PINNACLE ASSOCIATES LTD ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$620,090
-5.1%
21,989
-3.1%
0.01%
+9.1%
Q2 2023$653,247
-14.9%
22,690
-15.6%
0.01%
-31.2%
Q1 2023$767,693
-9.3%
26,880
-9.7%
0.02%
-11.1%
Q4 2022$846,848
+3.0%
29,777
-6.8%
0.02%
-5.3%
Q3 2022$822,000
-21.1%
31,947
-13.4%
0.02%
-17.4%
Q2 2022$1,042,000
-23.7%
36,907
-13.8%
0.02%
-4.2%
Q1 2022$1,365,000
-7.2%
42,817
-4.3%
0.02%
-4.0%
Q4 2021$1,471,000
-2.4%
44,762
-8.4%
0.02%
-10.7%
Q3 2021$1,507,000
-7.4%
48,882
-4.2%
0.03%
-3.4%
Q2 2021$1,627,000
-0.9%
51,032
-3.2%
0.03%
-6.5%
Q1 2021$1,642,000
+17.0%
52,707
-0.1%
0.03%
+6.9%
Q4 2020$1,404,000
+15.5%
52,767
-8.6%
0.03%0.0%
Q3 2020$1,216,000
-21.9%
57,702
-21.5%
0.03%
-23.7%
Q2 2020$1,556,000
+20.4%
73,462
+2.5%
0.04%
-2.6%
Q1 2020$1,292,000
+6.0%
71,693
+68.7%
0.04%
+44.4%
Q4 2019$1,219,000
+16.4%
42,501
+11.1%
0.03%
+8.0%
Q3 2019$1,047,000
+6.2%
38,264
+5.2%
0.02%
+8.7%
Q2 2019$986,000
+7.3%
36,363
+8.9%
0.02%
+9.5%
Q1 2019$919,000
+61.5%
33,387
+43.9%
0.02%
+40.0%
Q4 2018$569,000
-43.1%
23,197
-31.1%
0.02%
-28.6%
Q3 2018$1,000,000
+9.3%
33,648
+9.0%
0.02%
+10.5%
Q2 2018$915,000
+25.5%
30,873
+16.0%
0.02%
+35.7%
Q1 2018$729,000
-2.1%
26,613
+3.8%
0.01%0.0%
Q4 2017$745,000
+6.9%
25,650
+209.0%
0.01%
+7.7%
Q3 2017$697,000
+10.1%
8,300
+5.6%
0.01%
+8.3%
Q2 2017$633,000
+55.1%
7,860
+55.5%
0.01%
+50.0%
Q1 2017$408,0005,0550.01%
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