WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 179 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 1.98 and the average weighting 0.5%.

Quarter-by-quarter ownership
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$333,000
-29.4%
12,500
-44.2%
0.12%
-35.3%
Q3 2020$472,000
-0.4%
22,4000.0%0.19%
-2.6%
Q2 2020$474,000
-1.9%
22,400
+32.9%
0.19%
+3.2%
Q4 2019$483,000
+19.0%
16,850
+13.5%
0.19%
+20.8%
Q3 2019$406,000
+38.1%
14,850
+36.9%
0.15%
+19.4%
Q2 2019$294,000
+20.5%
10,850
+22.6%
0.13%
+20.6%
Q1 2019$244,000
+17.3%
8,850
+26.4%
0.11%
+72.6%
Q3 2018$208,000
-30.0%
7,000
-30.0%
0.06%
-51.6%
Q2 2018$297,000
+8.4%
10,0000.0%0.13%
+8.5%
Q1 2018$274,000
+5.0%
10,000
+11.1%
0.12%
+7.3%
Q4 2017$261,000
+3.6%
9,000
+200.0%
0.11%
-5.2%
Q3 2017$252,000
+4.6%
3,0000.0%0.12%
-4.1%
Q2 2017$241,000
-21.2%
3,000
-21.1%
0.12%
-23.9%
Q1 2017$306,000
-2.5%
3,8000.0%0.16%
-4.8%
Q4 2016$314,000
+9.8%
3,8000.0%0.17%
+5.7%
Q3 2016$286,000
+21.2%
3,800
+15.2%
0.16%
+20.6%
Q2 2016$236,000
+4.0%
3,3000.0%0.13%
+0.8%
Q1 2016$227,000
+6.1%
3,3000.0%0.13%
+4.0%
Q4 2015$214,000
-1.8%
3,300
+6.5%
0.12%
-1.6%
Q2 2015$218,0003,1000.13%
Other shareholders
WISDOMTREE TR shareholders Q4 2016
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