Clearwater Capital Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 263 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearwater Capital Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$386,719
-2.4%
10,318
-0.4%
0.05%0.0%
Q2 2023$396,401
-0.4%
10,358
-1.5%
0.05%
-4.1%
Q1 2023$398,023
+5.8%
10,513
-0.4%
0.05%0.0%
Q4 2022$376,358
-0.2%
10,560
-8.9%
0.05%
-5.8%
Q3 2022$377,000
-12.7%
11,586
-0.7%
0.05%
-11.9%
Q2 2022$432,000
-30.1%
11,665
-17.4%
0.06%
-16.9%
Q1 2022$618,000
-19.3%
14,116
-20.1%
0.07%
-15.5%
Q4 2021$766,000
-3.8%
17,678
-3.1%
0.08%
-8.7%
Q3 2021$796,000
-6.5%
18,241
-2.0%
0.09%
-7.1%
Q2 2021$851,000
+2.4%
18,619
-0.6%
0.10%
-4.8%
Q1 2021$831,000
+2.2%
18,724
-5.3%
0.10%
-3.7%
Q4 2020$813,000
+12.6%
19,771
-3.5%
0.11%
-5.3%
Q3 2020$722,000
-19.7%
20,489
-17.7%
0.11%
-24.0%
Q2 2020$899,000
-11.0%
24,890
-20.5%
0.15%
-31.2%
Q1 2020$1,010,000
-54.7%
31,311
-35.7%
0.22%
-41.2%
Q4 2019$2,228,000
-15.2%
48,679
-23.4%
0.37%
-20.0%
Q3 2019$2,627,000
-15.9%
63,585
-9.1%
0.46%
-18.2%
Q2 2019$3,123,000
-12.2%
69,939
-13.8%
0.57%
-15.0%
Q1 2019$3,558,000
+2.7%
81,149
-5.9%
0.67%
-12.1%
Q4 2018$3,463,000
-21.3%
86,245
-14.4%
0.76%
-11.6%
Q3 2018$4,401,000
+1.5%
100,776
-0.4%
0.86%
-3.4%
Q2 2018$4,337,000
-5.2%
101,158
+5.8%
0.89%
-5.8%
Q1 2018$4,573,000
+5.6%
95,634
+0.2%
0.94%
-0.6%
Q4 2017$4,330,000
+5.0%
95,483
+0.4%
0.95%
-1.0%
Q3 2017$4,123,000
+9.0%
95,125
+2.5%
0.96%
-0.5%
Q2 2017$3,784,000
+7.8%
92,820
+8.4%
0.96%
+0.4%
Q1 2017$3,510,000
+13.2%
85,625
+4.3%
0.96%
-10.6%
Q4 2016$3,100,000
+12.4%
82,058
+11.2%
1.08%
+11.5%
Q3 2016$2,758,000
+6.7%
73,792
+0.3%
0.96%
+1.0%
Q2 2016$2,586,00073,5620.95%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
All Season Financial Advisors, Inc. 65,967$2,443,0002.09%
ASPIRIANT, LLC 1,016,096$37,625,0001.82%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$16,960,0001.44%
AVANTAX ADVISORY SERVICES, INC. 2,133,738$79,012,0001.19%
JNBA Financial Advisors 205,168$7,597,0001.15%
Eagle Strategies LLC 80,790$2,992,0001.09%
VAUGHAN & Co SECURITIES, INC. 35,403$1,311,0001.05%
Cornerstone Capital, Inc. 209,495$7,758,0000.99%
Karp Capital Management Corp 149,890$5,550,0000.98%
McNamara Financial Services, Inc. 90,335$3,345,0000.95%
View complete list of WISDOMTREE TR shareholders