WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 131 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 5.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,092 | -1.2% | 74,170 | +0.8% | 0.23% | +1.8% |
| Q2 2023 | $2,118 | +2.8% | 73,558 | +1.9% | 0.22% | -7.9% |
| Q1 2023 | $2,061 | -2.3% | 72,163 | -2.7% | 0.24% | -4.7% |
| Q4 2022 | $2,109 | -99.9% | 74,170 | +0.5% | 0.25% | +2.0% |
| Q3 2022 | $1,900,000 | -7.1% | 73,808 | +1.9% | 0.25% | +0.4% |
| Q2 2022 | $2,045,000 | -12.2% | 72,460 | -0.8% | 0.25% | +7.4% |
| Q1 2022 | $2,328,000 | -5.4% | 73,038 | -2.5% | 0.23% | -1.7% |
| Q4 2021 | $2,462,000 | +6.8% | 74,931 | +0.2% | 0.24% | -2.5% |
| Q3 2021 | $2,306,000 | -1.0% | 74,798 | +2.4% | 0.24% | -1.2% |
| Q2 2021 | $2,329,000 | -2.3% | 73,018 | -4.6% | 0.24% | -10.3% |
| Q1 2021 | $2,384,000 | +10.6% | 76,546 | -5.6% | 0.27% | +4.2% |
| Q4 2020 | $2,156,000 | +30.4% | 81,056 | +3.4% | 0.26% | +11.5% |
| Q3 2020 | $1,653,000 | -1.1% | 78,396 | -15.5% | 0.23% | -28.4% |
| Q1 2020 | $1,672,000 | -44.1% | 92,771 | -11.0% | 0.33% | -27.8% |
| Q4 2019 | $2,989,000 | +8.9% | 104,206 | +3.9% | 0.45% | -2.4% |
| Q3 2019 | $2,745,000 | -2.2% | 100,310 | -3.2% | 0.46% | -6.3% |
| Q2 2019 | $2,808,000 | +17.4% | 103,585 | +19.3% | 0.50% | +13.0% |
| Q1 2019 | $2,392,000 | +47.0% | 86,838 | +30.9% | 0.44% | +23.7% |
| Q4 2018 | $1,627,000 | -16.5% | 66,315 | +1.1% | 0.35% | -6.1% |
| Q3 2018 | $1,948,000 | +8.2% | 65,565 | -0.2% | 0.38% | +1.1% |
| Q1 2018 | $1,800,000 | +25.1% | 65,680 | +32.6% | 0.37% | +19.9% |
| Q4 2017 | $1,439,000 | +7.9% | 49,529 | +212.0% | 0.31% | +3.7% |
| Q3 2017 | $1,334,000 | +6.0% | 15,873 | +1.4% | 0.30% | -2.0% |
| Q2 2017 | $1,259,000 | +0.3% | 15,647 | +0.5% | 0.31% | +12.1% |
| Q1 2017 | $1,255,000 | -0.4% | 15,562 | +2.2% | 0.27% | -18.5% |
| Q4 2016 | $1,260,000 | +16.1% | 15,232 | +5.6% | 0.34% | +13.2% |
| Q3 2016 | $1,085,000 | +4.4% | 14,422 | -0.5% | 0.30% | +0.3% |
| Q2 2016 | $1,039,000 | -6.4% | 14,497 | -10.2% | 0.30% | -9.0% |
| Q1 2016 | $1,110,000 | +3.8% | 16,152 | -1.9% | 0.32% | +2.9% |
| Q4 2015 | $1,069,000 | +0.8% | 16,467 | -2.1% | 0.32% | -6.5% |
| Q3 2015 | $1,060,000 | -15.5% | 16,827 | -5.5% | 0.34% | -10.6% |
| Q2 2015 | $1,254,000 | +215.9% | 17,804 | +217.9% | 0.38% | +225.0% |
| Q4 2014 | $397,000 | – | 5,600 | – | 0.12% | – |
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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% |