WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 113 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is 1.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $182,404 | +14.1% | 5,670 | 0.0% | 0.09% | +12.2% |
Q3 2023 | $159,894 | -2.0% | 5,670 | 0.0% | 0.08% | +2.5% |
Q2 2023 | $163,239 | +0.8% | 5,670 | 0.0% | 0.08% | -5.9% |
Q1 2023 | $161,935 | +0.4% | 5,670 | 0.0% | 0.08% | -2.3% |
Q4 2022 | $161,255 | -0.5% | 5,670 | -9.9% | 0.09% | 0.0% |
Q3 2022 | $162,000 | -8.5% | 6,290 | +0.1% | 0.09% | -2.2% |
Q2 2022 | $177,000 | -11.5% | 6,285 | +0.1% | 0.09% | +6.0% |
Q1 2022 | $200,000 | -2.9% | 6,280 | +0.0% | 0.08% | +5.0% |
Q4 2021 | $206,000 | +6.7% | 6,278 | +0.1% | 0.08% | -1.2% |
Q3 2021 | $193,000 | -30.1% | 6,272 | -27.6% | 0.08% | -5.8% |
Q2 2021 | $276,000 | +4.2% | 8,668 | +1.8% | 0.09% | +10.3% |
Q1 2021 | $265,000 | +16.2% | 8,514 | -0.6% | 0.08% | +13.0% |
Q4 2020 | $228,000 | -10.9% | 8,564 | -29.6% | 0.07% | -19.8% |
Q3 2020 | $256,000 | -5.9% | 12,158 | -5.4% | 0.09% | -9.5% |
Q2 2020 | $272,000 | -41.5% | 12,857 | -50.1% | 0.10% | -50.3% |
Q1 2020 | $465,000 | -69.3% | 25,785 | -51.1% | 0.19% | -57.5% |
Q4 2019 | $1,513,000 | +0.6% | 52,746 | -4.0% | 0.45% | -5.5% |
Q3 2019 | $1,504,000 | +0.1% | 54,965 | -0.8% | 0.48% | -2.5% |
Q2 2019 | $1,502,000 | -0.9% | 55,391 | +0.6% | 0.49% | -2.2% |
Q1 2019 | $1,516,000 | +12.5% | 55,050 | +0.1% | 0.50% | +7.3% |
Q4 2018 | $1,348,000 | -15.6% | 54,972 | +2.2% | 0.46% | +5.0% |
Q3 2018 | $1,598,000 | -4.2% | 53,776 | -4.4% | 0.44% | -8.1% |
Q2 2018 | $1,668,000 | -0.1% | 56,243 | -7.6% | 0.48% | -1.8% |
Q1 2018 | $1,669,000 | -19.8% | 60,895 | -15.0% | 0.49% | -26.0% |
Q4 2017 | $2,081,000 | +5.1% | 71,622 | +204.0% | 0.66% | -0.2% |
Q3 2017 | $1,980,000 | -5.4% | 23,562 | -9.3% | 0.66% | -8.4% |
Q2 2017 | $2,092,000 | +1.7% | 25,991 | +1.8% | 0.72% | -0.7% |
Q1 2017 | $2,058,000 | -3.5% | 25,525 | -1.0% | 0.73% | -9.1% |
Q4 2016 | $2,132,000 | +10.4% | 25,776 | +0.3% | 0.80% | +10.5% |
Q3 2016 | $1,932,000 | +5.4% | 25,690 | +0.4% | 0.73% | +2.1% |
Q2 2016 | $1,833,000 | +7.8% | 25,582 | +3.4% | 0.71% | +6.3% |
Q1 2016 | $1,700,000 | +11.9% | 24,736 | +5.7% | 0.67% | +13.8% |
Q4 2015 | $1,519,000 | +4.0% | 23,395 | +0.9% | 0.59% | -0.3% |
Q3 2015 | $1,461,000 | -3.1% | 23,195 | +10.8% | 0.59% | +23.7% |
Q1 2015 | $1,508,000 | +7.6% | 20,928 | +5.8% | 0.48% | +6.0% |
Q4 2014 | $1,402,000 | +21.6% | 19,773 | +11.4% | 0.45% | +17.8% |
Q3 2014 | $1,153,000 | -7.9% | 17,754 | -0.7% | 0.38% | -5.7% |
Q2 2014 | $1,252,000 | +4.8% | 17,873 | +2.1% | 0.40% | -9.8% |
Q1 2014 | $1,195,000 | -11.8% | 17,502 | -12.4% | 0.45% | -12.0% |
Q4 2013 | $1,355,000 | +9.9% | 19,989 | +1.5% | 0.51% | +0.8% |
Q3 2013 | $1,233,000 | – | 19,694 | – | 0.51% | – |
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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% |