Clearwater Capital Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearwater Capital Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$597,558
-7.8%
21,190
-5.9%
0.07%
-5.2%
Q2 2023$648,150
+0.7%
22,513
-0.1%
0.08%
-2.5%
Q1 2023$643,372
-15.8%
22,527
-16.2%
0.08%
-21.0%
Q4 2022$764,496
+9.2%
26,881
-1.1%
0.10%
+3.1%
Q3 2022$700,000
-9.1%
27,181
-0.4%
0.10%
-7.6%
Q2 2022$770,000
-12.9%
27,282
-1.6%
0.10%
+4.0%
Q1 2022$884,000
-6.0%
27,732
-3.0%
0.10%
-2.9%
Q4 2021$940,000
+5.4%
28,592
-1.1%
0.10%
+1.0%
Q3 2021$892,000
-6.8%
28,918
-3.7%
0.10%
-7.2%
Q2 2021$957,000
+2.1%
30,019
-0.2%
0.11%
-5.1%
Q1 2021$937,000
-1.6%
30,070
-16.0%
0.12%
-7.1%
Q4 2020$952,000
+25.8%
35,804
-0.3%
0.13%
+5.9%
Q3 2020$757,000
-14.7%
35,894
-14.3%
0.12%
-19.6%
Q2 2020$887,000
-21.5%
41,866
-33.2%
0.15%
-39.3%
Q1 2020$1,130,000
-56.5%
62,681
-30.7%
0.24%
-43.6%
Q4 2019$2,595,000
-12.0%
90,484
-16.0%
0.43%
-16.9%
Q3 2019$2,950,000
-17.9%
107,779
-18.7%
0.52%
-20.2%
Q2 2019$3,594,000
-16.6%
132,561
-15.3%
0.65%
-19.2%
Q1 2019$4,310,000
-9.0%
156,482
-18.9%
0.81%
-22.2%
Q4 2018$4,735,000
-27.3%
193,035
-12.0%
1.04%
-18.3%
Q3 2018$6,515,000
-1.4%
219,297
-1.6%
1.27%
-6.2%
Q2 2018$6,609,000
+10.7%
222,893
+2.3%
1.36%
+10.0%
Q1 2018$5,969,000
+0.6%
217,848
+6.6%
1.23%
-5.4%
Q4 2017$5,934,000
+5.2%
204,267
+206.7%
1.30%
-0.8%
Q3 2017$5,640,000
+20.7%
66,605
+13.9%
1.31%
+10.2%
Q2 2017$4,671,000
+15.1%
58,468
+13.6%
1.19%
+7.3%
Q1 2017$4,057,000
-3.8%
51,466
+1.5%
1.11%
-24.0%
Q4 2016$4,217,000
+10.5%
50,717
-1.5%
1.46%
+9.6%
Q3 2016$3,816,000
+4.7%
51,510
+1.1%
1.33%
-0.7%
Q2 2016$3,644,00050,9701.34%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 287,741$8,1143.62%
Del-Sette Capital Management, LLC 125,124$3,528,5053.47%
H&H Retirement Design & Management INC 156,355$4,293,5052.97%
Melone Private Wealth, LLC 136,079$3,837,4412.74%
HC Advisors, LLC 155,534$4,386,0592.61%
Kades & Cheifetz LLC 112,692$3,177,9252.52%
VAUGHAN & Co SECURITIES, INC. 97,323$2,744,4982.04%
INVENIO WEALTH PARTNERS LLC 67,319$1,898,3961.73%
DB Wealth Management Group, LLC 90,340$2,547,5771.61%
Key FInancial Inc 146,897$4,142,5061.40%
View complete list of WISDOMTREE TR shareholders