Capital Directions Investment Advisors, LLC - 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
Capital Directions Investment Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$79,515
+12.0%
2,7960.03%
+11.1%
Q3 2022$71,000
-7.8%
0
-100.0%
0.03%
+3.8%
Q2 2022$77,000
-11.5%
2,746
+0.7%
0.03%0.0%
Q1 2022$87,000
+4.8%
2,726
+1.4%
0.03%
+4.0%
Q3 2021$83,000
-2.4%
2,689
+0.7%
0.02%
-3.8%
Q2 2021$85,0002,6710.03%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 336,435$9,265,0006.92%
Seneca House Advisors 148,064$4,078,0003.54%
HC FINANCIAL ADVISORS INC 115,686$3,186,0003.34%
Starfire Investment Advisers, Inc. 257,220$7,083,0003.25%
CAPITAL WEALTH MANAGEMENT, LLC 115,089$3,170,0003.17%
Opus Capital Group, LLC 375,338$10,336,0002.76%
Salomon & Ludwin, LLC 421,085$11,597,0002.39%
Truvestments Capital LLC 95,209$2,622,0002.01%
Merriman Wealth Management, LLC 367,078$10,109,0001.92%
Keudell/Morrison Wealth Management 73,370$2,021,0001.78%
View complete list of WISDOMTREE TR shareholders