McNamara Financial Services, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
McNamara Financial Services, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$382,025
-3.1%
13,547
+0.0%
0.10%0.0%
Q2 2023$394,179
+7.2%
13,541
+5.2%
0.10%
+3.3%
Q1 2023$367,767
-16.4%
12,877
-16.7%
0.09%
-21.4%
Q4 2022$439,739
+13.6%
15,462
+2.8%
0.12%
+5.4%
Q3 2022$387,000
+5.4%
15,037
+15.5%
0.11%
+6.7%
Q2 2022$367,000
-0.3%
13,019
+12.8%
0.10%
+4.0%
Q1 2022$368,000
+9.2%
11,544
+12.6%
0.10%
+13.6%
Q4 2021$337,000
+22.5%
10,249
+15.1%
0.09%
+17.3%
Q3 2021$275,000
+15.1%
8,907
+18.7%
0.08%
+13.6%
Q2 2021$239,0007,5030.07%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 341,265$9,351,00019.28%
EisnerAmper Wealth Management Corporate Benefits, LLC 313,153$8,580,0007.20%
Starfire Investment Advisers, Inc. 326,609$8,949,0004.66%
Seneca House Advisors 145,267$3,980,0003.33%
CAPITAL WEALTH MANAGEMENT, LLC 125,031$3,426,0003.21%
Fluent Financial, LLC 143,748$3,920,0002.72%
Opus Capital Group, LLC 378,738$10,378,0002.61%
HC FINANCIAL ADVISORS INC 79,575$2,180,0002.15%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 112,073$3,071,0002.03%
Private Vista, LLC 233,709$6,404,0001.87%
View complete list of WISDOMTREE TR shareholders