WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 233 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.24 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $484,000 | +2004.3% | 18,190 | +2042.5% | 0.01% | – |
| Q1 2019 | $23,000 | +9.5% | 849 | 0.0% | 0.00% | – |
| Q4 2018 | $21,000 | -32.3% | 849 | -18.9% | 0.00% | – |
| Q3 2018 | $31,000 | +24.0% | 1,047 | +23.3% | 0.00% | – |
| Q2 2018 | $25,000 | +8.7% | 849 | 0.0% | 0.00% | – |
| Q1 2018 | $23,000 | -37.8% | 849 | -33.6% | 0.00% | – |
| Q4 2017 | $37,000 | – | 1,279 | – | 0.00% | – |
Download | ||||||
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% |