WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 113 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is 1.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2014 | $359,000 | -95.6% | 5,532 | -95.3% | 0.03% | -95.4% |
Q2 2014 | $8,165,000 | -9.4% | 116,598 | -11.7% | 0.68% | -12.4% |
Q1 2014 | $9,010,000 | +5.4% | 131,998 | +4.7% | 0.78% | +9.3% |
Q4 2013 | $8,548,000 | -5.6% | 126,095 | -12.8% | 0.71% | -0.8% |
Q3 2013 | $9,054,000 | +33.0% | 144,560 | +23.9% | 0.72% | +14.2% |
Q2 2013 | $6,808,000 | – | 116,673 | – | 0.63% | – |
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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% |