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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $4,319,000 | +5.0% | 51,393 | +0.6% | 4.00% | +2.2% |
| Q2 2017 | $4,113,000 | -1.3% | 51,102 | -1.1% | 3.91% | +2.1% |
| Q1 2017 | $4,166,000 | +1.8% | 51,680 | +4.4% | 3.83% | +7.7% |
| Q4 2016 | $4,093,000 | -27.0% | 49,485 | -33.6% | 3.55% | -27.8% |
| Q3 2016 | $5,606,000 | +19.4% | 74,540 | +13.7% | 4.92% | +18.4% |
| Q2 2016 | $4,697,000 | +6.3% | 65,540 | +2.0% | 4.16% | -5.0% |
| Q1 2016 | $4,418,000 | -36.7% | 64,285 | -40.2% | 4.38% | -31.6% |
| Q4 2015 | $6,978,000 | – | 107,474 | – | 6.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 550,472 | $17,555,000 | 12.97% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 444,654 | $14,180,000 | 7.16% |
| HC Advisors, LLC | 162,508 | $5,182,000 | 3.19% |
| Pasadena Private Wealth, LLC | 182,868 | $5,832,000 | 2.00% |
| Key FInancial Inc | 113,566 | $3,571,000 | 2.00% |
| JNBA Financial Advisors | 374,475 | $11,942,000 | 1.62% |
| HC FINANCIAL ADVISORS INC | 82,943 | $2,645,000 | 1.54% |
| WealthTrust Asset Management, LLC | 55,577 | $1,772,000 | 1.54% |
| Private Portfolio Partners LLC | 123,437 | $3,936,435 | 1.14% |
| Financial Planning & Information Services, Inc. | 101,954 | $3,251,000 | 0.95% |