Clearstead Trust, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 188 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
Clearstead Trust, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$592
-1.3%
210.0%0.00%
Q2 2023$6000.0%210.0%0.00%
Q1 2023$600
+59900.0%
210.0%0.00%
Q4 2022$1
-99.9%
210.0%0.00%
Q3 2022$1,0000.0%210.0%0.00%
-100.0%
Q2 2022$1,0000.0%210.0%0.00%0.0%
Q1 2022$1,0000.0%210.0%0.00%0.0%
Q4 2021$1,0000.0%210.0%0.00%0.0%
Q3 2021$1,0000.0%210.0%0.00%0.0%
Q2 2021$1,0000.0%210.0%0.00%0.0%
Q4 2020$1,000210.0%0.00%
Q3 2020$0210.0%0.00%
Q2 2020$0210.0%0.00%
Q1 2020$0
-100.0%
210.0%0.00%
-100.0%
Q4 2019$1,0000.0%210.0%0.00%0.0%
Q3 2019$1,0000.0%210.0%0.00%0.0%
Q2 2019$1,0000.0%210.0%0.00%0.0%
Q1 2019$1,000
-99.8%
21
-50.0%
0.00%
Q4 2018$516,000
+51500.0%
42
+100.0%
0.00%
-100.0%
Q2 2018$1,000
-83.3%
21
-89.2%
0.00%
-75.0%
Q4 2017$6,000
+20.0%
195
+200.0%
0.00%0.0%
Q3 2017$5,0000.0%650.0%0.00%0.0%
Q2 2017$5,000650.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
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