CAPE ANN SAVINGS BANK - 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
CAPE ANN SAVINGS BANK ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$273,878
-10.0%
9,712
-8.1%
0.19%
-5.0%
Q2 2023$304,368
-4.6%
10,572
-5.3%
0.20%
-9.8%
Q1 2023$318,930
+0.4%
11,1670.0%0.22%
-3.9%
Q4 2022$317,589
+9.8%
11,167
-0.6%
0.23%
+0.4%
Q3 2022$289,112
-10.5%
11,232
-1.7%
0.23%
-6.5%
Q2 2022$323,000
-15.2%
11,432
-4.5%
0.25%
-0.8%
Q1 2022$381,000
-3.1%
11,9700.0%0.25%
+5.9%
Q4 2021$393,000
+2.9%
11,970
-3.3%
0.24%
-4.5%
Q3 2021$382,000
-4.0%
12,375
-0.8%
0.25%
-1.6%
Q2 2021$398,000
+2.6%
12,4700.0%0.25%
-9.1%
Q1 2021$388,000
+17.6%
12,4700.0%0.28%
+16.0%
Q4 2020$330,000
+43.5%
12,470
+14.7%
0.24%
+22.1%
Q2 2020$230,000
-31.1%
10,870
-10.9%
0.20%
-49.5%
Q3 2019$334,000
-49.0%
12,193
-49.5%
0.39%
-48.9%
Q2 2019$655,000
-7.6%
24,158
-6.2%
0.76%
-10.3%
Q1 2019$709,000
-1.1%
25,7430.0%0.84%
-3.9%
Q4 2018$717,000
-7.1%
25,743
-1.0%
0.88%
-3.8%
Q3 2018$772,000
-2.4%
25,993
-0.8%
0.91%
-7.3%
Q2 2018$791,000
+35.4%
26,193
+30.4%
0.98%
+33.5%
Q4 2017$584,000
+11.2%
20,093
+207.9%
0.74%
+5.7%
Q2 2017$525,000
-7.2%
6,525
-7.1%
0.70%
-8.5%
Q1 2017$566,000
-23.1%
7,025
-22.2%
0.76%
-26.2%
Q4 2016$736,000
+1.5%
9,027
-6.4%
1.03%
+1.2%
Q3 2016$725,000
-7.6%
9,645
-12.0%
1.02%
-5.1%
Q2 2016$785,000
+2.6%
10,964
-1.5%
1.08%
+2.1%
Q1 2016$765,000
+8.5%
11,129
+2.5%
1.05%
+9.0%
Q4 2015$705,000
+3.1%
10,8540.0%0.97%
-5.0%
Q3 2015$684,000
-6.3%
10,854
+4.8%
1.02%
-1.9%
Q2 2015$730,000
-2.7%
10,354
-0.4%
1.04%
-0.8%
Q1 2015$750,000
+13.0%
10,398
+11.1%
1.05%
+9.4%
Q4 2014$664,000
+6.9%
9,358
-2.1%
0.96%
+3.7%
Q3 2014$621,000
-7.3%
9,5630.0%0.92%
-4.9%
Q2 2014$670,0009,5630.97%
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