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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $6,434,000 | -4.8% | 237,333 | -3.3% | 1.27% | -2.3% |
| Q1 2019 | $6,760,000 | +15.5% | 245,466 | +2.9% | 1.30% | +1.4% |
| Q4 2018 | $5,851,000 | -23.1% | 238,514 | -6.8% | 1.28% | -12.0% |
| Q3 2018 | $7,604,000 | +0.5% | 255,954 | +0.3% | 1.46% | -4.9% |
| Q2 2018 | $7,563,000 | +16.3% | 255,089 | +7.5% | 1.54% | +11.6% |
| Q1 2018 | $6,504,000 | -0.6% | 237,379 | +5.4% | 1.38% | +0.6% |
| Q4 2017 | $6,546,000 | +9.9% | 225,323 | +217.8% | 1.37% | +4.7% |
| Q3 2017 | $5,959,000 | +8.8% | 70,911 | +4.2% | 1.31% | +7.0% |
| Q2 2017 | $5,476,000 | +4.4% | 68,038 | +4.6% | 1.22% | +4.1% |
| Q1 2017 | $5,244,000 | +4.4% | 65,041 | +7.1% | 1.17% | -0.8% |
| Q4 2016 | $5,025,000 | +9.5% | 60,743 | -0.5% | 1.18% | +7.0% |
| Q3 2016 | $4,590,000 | +22.3% | 61,024 | +16.5% | 1.11% | +17.0% |
| Q2 2016 | $3,752,000 | +14.9% | 52,361 | +10.2% | 0.94% | +18.0% |
| Q1 2016 | $3,266,000 | +5.8% | 47,532 | -0.0% | 0.80% | +9.7% |
| Q4 2015 | $3,087,000 | -1.0% | 47,546 | -3.9% | 0.73% | -3.7% |
| Q3 2015 | $3,118,000 | -12.1% | 49,487 | -1.8% | 0.76% | -4.4% |
| Q2 2015 | $3,548,000 | -2.8% | 50,376 | -0.6% | 0.79% | -2.7% |
| Q1 2015 | $3,652,000 | +27.9% | 50,662 | +25.9% | 0.82% | +24.8% |
| Q4 2014 | $2,855,000 | +25.0% | 40,253 | +14.4% | 0.65% | +22.7% |
| Q3 2014 | $2,284,000 | -3.9% | 35,171 | +3.6% | 0.53% | -3.1% |
| Q2 2014 | $2,377,000 | +1.5% | 33,946 | -1.1% | 0.55% | -1.8% |
| Q1 2014 | $2,342,000 | -1.3% | 34,307 | -2.0% | 0.56% | -1.4% |
| Q4 2013 | $2,373,000 | +10.0% | 35,005 | +1.6% | 0.57% | +3.5% |
| Q3 2013 | $2,158,000 | +2.2% | 34,455 | -4.8% | 0.55% | -1.8% |
| Q2 2013 | $2,112,000 | – | 36,198 | – | 0.56% | – |
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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% |