CWM, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 134 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is 0.80 and the average weighting 0.3%.

Quarter-by-quarter ownership
CWM, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$130.0%4600.0%0.00%
Q2 2023$13
-85.4%
460
-85.2%
0.00%
-100.0%
Q1 2023$89
+23.6%
3,115
+23.9%
0.00%0.0%
Q4 2022$72
-99.9%
2,515
-20.2%
0.00%0.0%
Q3 2022$81,000
-14.7%
3,151
-6.1%
0.00%0.0%
Q2 2022$95,000
-13.6%
3,354
-3.0%
0.00%0.0%
Q1 2022$110,000
-25.2%
3,458
-22.7%
0.00%0.0%
Q4 2021$147,000
-26.9%
4,475
-28.9%
0.00%
-50.0%
Q2 2021$201,0000.0%6,2980.0%0.00%0.0%
Q1 2021$201,0000.0%6,2980.0%0.00%0.0%
Q4 2020$201,0000.0%6,2980.0%0.00%0.0%
Q3 2020$201,0000.0%6,2980.0%0.00%0.0%
Q2 2020$201,0000.0%6,2980.0%0.00%0.0%
Q1 2020$201,0000.0%6,2980.0%0.00%0.0%
Q4 2019$201,0000.0%6,2980.0%0.00%0.0%
Q3 2019$201,0000.0%6,2980.0%0.00%0.0%
Q2 2019$201,0000.0%6,2980.0%0.00%0.0%
Q1 2019$201,000
+40.6%
6,298
+7.8%
0.00%
-50.0%
Q4 2018$143,000
+38.8%
5,843
+68.0%
0.00%
+33.3%
Q3 2018$103,000
+27.2%
3,477
+177.3%
0.00%
-62.5%
Q4 2015$81,000
+2.5%
1,2540.0%0.01%0.0%
Q3 2015$79,0001,2540.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2015
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 525,546$15,072,686,00013.60%
EisnerAmper Wealth Management Corporate Benefits, LLC 385,705$11,062,0007.58%
Seneca House Advisors 141,579$4,060,0003.51%
CAPITAL WEALTH MANAGEMENT, LLC 107,978$3,097,0003.16%
Starfire Investment Advisers, Inc. 487,852$13,990,0002.67%
BCS Wealth Management 136,192$3,906,0002.60%
Opus Capital Group, LLC 307,223$8,811,0002.59%
HC FINANCIAL ADVISORS INC 98,029$2,811,0002.21%
Salomon & Ludwin, LLC 377,364$10,823,0002.15%
Stevard, LLC 111,406$3,195,0002.01%
View complete list of WISDOMTREE TR shareholders