WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 237 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.33 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $584,000 | -16.2% | 20,378 | -20.0% | 0.01% | -25.0% |
| Q3 2019 | $697,000 | +14.6% | 25,473 | +13.5% | 0.01% | +9.1% |
| Q2 2019 | $608,000 | +11.8% | 22,438 | +13.6% | 0.01% | +22.2% |
| Q1 2019 | $544,000 | -28.0% | 19,759 | -35.9% | 0.01% | -40.0% |
| Q4 2018 | $756,000 | -17.2% | 30,815 | +0.3% | 0.02% | -6.2% |
| Q3 2018 | $913,000 | +29.3% | 30,714 | +28.9% | 0.02% | +14.3% |
| Q2 2018 | $706,000 | +31.0% | 23,821 | +21.0% | 0.01% | +27.3% |
| Q1 2018 | $539,000 | +455.7% | 19,683 | +1562.4% | 0.01% | +450.0% |
| Q4 2016 | $97,000 | +9.0% | 1,184 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $89,000 | +790.0% | 1,184 | +689.3% | 0.00% | – |
| Q2 2016 | $10,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q1 2016 | $10,000 | +11.1% | 150 | 0.0% | 0.00% | – |
| Q4 2015 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q3 2015 | $9,000 | -10.0% | 150 | 0.0% | 0.00% | – |
| Q2 2015 | $10,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q1 2015 | $10,000 | -56.5% | 150 | -55.4% | 0.00% | -100.0% |
| Q4 2014 | $23,000 | +9.5% | 336 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $21,000 | -8.7% | 336 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $23,000 | +4.5% | 336 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $22,000 | 0.0% | 336 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $22,000 | – | 336 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 531,373 | $11,254,000 | 12.38% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 421,029 | $8,917,000 | 6.10% |
| HC Advisors, LLC | 124,575 | $2,638,000 | 2.18% |
| CAPITAL WEALTH MANAGEMENT, LLC | 91,321 | $1,934,000 | 2.06% |
| Starfire Investment Advisers, Inc. | 200,393 | $4,244,000 | 2.03% |
| Opus Capital Group, LLC | 280,164 | $5,934,000 | 1.82% |
| BCS Wealth Management | 135,313 | $2,866,000 | 1.72% |
| Key FInancial Inc | 69,986 | $1,465,000 | 1.68% |
| HC FINANCIAL ADVISORS INC | 99,491 | $2,107,000 | 1.65% |
| John W. Brooker & Co., CPAs | 94,772 | $2,007,000 | 1.43% |