WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 134 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is 2.35 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $73,038 | -2.1% | 2,590 | 0.0% | 0.02% | +7.1% |
Q2 2023 | $74,567 | -36.2% | 2,590 | -36.7% | 0.01% | -41.7% |
Q1 2023 | $116,811 | +0.4% | 4,090 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $116,320 | +10.8% | 4,090 | +0.1% | 0.02% | +14.3% |
Q3 2022 | $105,000 | -8.7% | 4,085 | 0.0% | 0.02% | -4.5% |
Q2 2022 | $115,000 | -11.5% | 4,085 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $130,000 | -15.0% | 4,085 | -12.2% | 0.02% | -18.5% |
Q4 2021 | $153,000 | +7.0% | 4,650 | 0.0% | 0.03% | -3.6% |
Q3 2021 | $143,000 | -3.4% | 4,650 | 0.0% | 0.03% | +3.7% |
Q2 2021 | $148,000 | -32.4% | 4,650 | -37.0% | 0.03% | -60.3% |
Q3 2018 | $219,000 | -18.3% | 7,380 | -18.3% | 0.07% | -23.6% |
Q2 2018 | $268,000 | -1.5% | 9,030 | -9.0% | 0.09% | -5.3% |
Q1 2018 | $272,000 | -10.2% | 9,920 | -5.0% | 0.09% | -15.3% |
Q4 2017 | $303,000 | -1.9% | 10,440 | +183.7% | 0.11% | -17.2% |
Q3 2017 | $309,000 | +1.0% | 3,680 | -3.2% | 0.13% | -1.5% |
Q2 2017 | $306,000 | 0.0% | 3,800 | 0.0% | 0.14% | -0.7% |
Q1 2017 | $306,000 | -2.5% | 3,800 | 0.0% | 0.14% | -11.0% |
Q4 2016 | $314,000 | +9.8% | 3,800 | 0.0% | 0.15% | +6.9% |
Q3 2016 | $286,000 | +5.1% | 3,800 | 0.0% | 0.14% | +1.4% |
Q2 2016 | $272,000 | -6.2% | 3,800 | -10.1% | 0.14% | -12.9% |
Q1 2016 | $290,000 | +5.8% | 4,225 | 0.0% | 0.16% | +1.2% |
Q4 2015 | $274,000 | -12.2% | 4,225 | -14.7% | 0.16% | -13.9% |
Q3 2015 | $312,000 | -13.3% | 4,955 | -2.9% | 0.19% | -12.6% |
Q2 2015 | $360,000 | -21.4% | 5,105 | -19.7% | 0.21% | -21.0% |
Q1 2015 | $458,000 | +1.6% | 6,355 | 0.0% | 0.27% | -7.5% |
Q4 2014 | $451,000 | +11.4% | 6,355 | +2.0% | 0.29% | -15.8% |
Q3 2014 | $405,000 | -7.1% | 6,230 | 0.0% | 0.35% | -7.7% |
Q2 2014 | $436,000 | -7.4% | 6,230 | -9.7% | 0.38% | -24.9% |
Q1 2014 | $471,000 | +0.6% | 6,900 | 0.0% | 0.50% | -22.8% |
Q4 2013 | $468,000 | – | 6,900 | – | 0.65% | – |
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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% |