Clearstead Trust, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 289 filers reported holding WISDOMTREE TR in Q2 2023. 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 Q2 2023
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 336,435$9,265,0006.92%
Seneca House Advisors 148,064$4,078,0003.54%
HC FINANCIAL ADVISORS INC 115,686$3,186,0003.34%
Starfire Investment Advisers, Inc. 257,220$7,083,0003.25%
CAPITAL WEALTH MANAGEMENT, LLC 115,089$3,170,0003.17%
Opus Capital Group, LLC 375,338$10,336,0002.76%
Salomon & Ludwin, LLC 421,085$11,597,0002.39%
Truvestments Capital LLC 95,209$2,622,0002.01%
Merriman Wealth Management, LLC 367,078$10,109,0001.92%
Keudell/Morrison Wealth Management 73,370$2,021,0001.78%
View complete list of WISDOMTREE TR shareholders