Clearstead Trust, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 244 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Clearstead Trust, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$654
-4.7%
210.0%0.00%
Q1 2024$686
+1.5%
210.0%0.00%
Q4 2023$676
+14.2%
210.0%0.00%
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 Q4 2018
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 97,657$7,873,0006.82%
Cranberry Lake Advisors LLC 113,755$9,171,0006.14%
Starfire Investment Advisers, Inc. 109,475$8,739,402,0004.71%
TMD & ASSOCIATES, INC 51,680$4,166,0003.83%
Private Vista, LLC 163,755$13,391,0003.33%
Jacobus Wealth Management, Inc. 95,353$7,687,0002.16%
INSPIRION WEALTH ADVISORS, LLC 39,924$3,219,0001.82%
PALLADIUM PARTNERS LLC 259,214$20,898,0001.68%
AJ WEALTH STRATEGIES, LLC 45,640$3,680,0001.60%
Evanson Asset Management, LLC 76,561$6,172,0001.52%
View complete list of WISDOMTREE TR shareholders