Circle Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 262 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Circle Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$248,000
+5.5%
8,650
+0.9%
0.04%
-14.0%
Q3 2019$235,000
+2.6%
8,570
+1.3%
0.05%0.0%
Q2 2019$229,000
-1.3%
8,463
+0.5%
0.05%
-3.8%
Q1 2019$232,000
+12.1%
8,4210.0%0.05%
-33.3%
Q4 2018$207,000
-16.5%
8,421
+0.8%
0.08%0.0%
Q3 2018$248,0008,3530.08%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 103,182$8,670,0007.46%
Cranberry Lake Advisors LLC 113,755$9,559,0006.05%
Starfire Investment Advisers, Inc. 110,768$9,307,0005.64%
TMD & ASSOCIATES, INC 51,393$4,319,0004.00%
Opus Capital Group, LLC 132,423$11,128,0002.53%
Jacobus Wealth Management, Inc. 107,348$9,020,0002.36%
Private Vista, LLC 110,397$9,277,0002.03%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 31,896$2,680,0001.89%
INSPIRION WEALTH ADVISORS, LLC 40,560$3,408,0001.73%
PALLADIUM PARTNERS LLC 267,441$22,474,0001.71%
View complete list of WISDOMTREE TR shareholders