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 | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $997,000 | -1.7% | 14,160 | +0.6% | 0.46% | +9.4% |
| Q1 2015 | $1,014,000 | +30.0% | 14,071 | +27.9% | 0.42% | +34.6% |
| Q4 2014 | $780,000 | +191.0% | 11,005 | +167.0% | 0.32% | +173.9% |
| Q3 2014 | $268,000 | -6.9% | 4,122 | +0.1% | 0.12% | +1.8% |
| Q2 2014 | $288,000 | -41.5% | 4,117 | -43.0% | 0.11% | -46.9% |
| Q1 2014 | $492,000 | – | 7,217 | – | 0.21% | – |
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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% |