Clearstead Trust, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 263 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q4 2020
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 505,750$9,113,631,00011.58%
EisnerAmper Wealth Management Corporate Benefits, LLC 397,375$7,161,0004.86%
Stevard, LLC 161,435$4,097,0002.64%
CAPITAL WEALTH MANAGEMENT, LLC 99,748$1,798,0002.25%
Starfire Investment Advisers, Inc. 219,761$3,960,0002.18%
Opus Capital Group, LLC 284,341$5,124,0001.81%
Salomon & Ludwin, LLC 370,598$6,678,0001.72%
BCS Wealth Management 135,492$2,442,0001.71%
HC FINANCIAL ADVISORS INC 97,184$1,751,0001.56%
John W. Brooker & Co., CPAs 104,393$1,881,0001.36%
View complete list of WISDOMTREE TR shareholders