Adams Chetwood Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Adams Chetwood Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$404,000
-2.9%
12,675
+0.1%
0.23%
-19.1%
Q4 2021$416,000
+6.7%
12,6650.0%0.28%
+0.4%
Q3 2021$390,000
-3.5%
12,665
+0.0%
0.28%
-1.1%
Q2 2021$404,000
+19.5%
12,664
+16.7%
0.28%
+10.5%
Q1 2021$338,000
+17.0%
10,8500.0%0.26%
+7.5%
Q4 2020$289,000
+26.2%
10,850
+0.0%
0.24%
+9.1%
Q3 2020$229,000
-0.4%
10,8490.0%0.22%
-6.0%
Q2 2020$230,000
+6.0%
10,8490.0%0.23%
-7.9%
Q1 2020$217,000
-30.2%
10,849
+0.0%
0.25%
-20.1%
Q4 2019$311,00010,8480.32%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 341,265$9,351,00019.28%
EisnerAmper Wealth Management Corporate Benefits, LLC 313,153$8,580,0007.20%
Starfire Investment Advisers, Inc. 326,609$8,949,0004.66%
Seneca House Advisors 145,267$3,980,0003.33%
CAPITAL WEALTH MANAGEMENT, LLC 125,031$3,426,0003.21%
Fluent Financial, LLC 143,748$3,920,0002.72%
Opus Capital Group, LLC 378,738$10,378,0002.61%
HC FINANCIAL ADVISORS INC 79,575$2,180,0002.15%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 112,073$3,071,0002.03%
Private Vista, LLC 233,709$6,404,0001.87%
View complete list of WISDOMTREE TR shareholders