WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 119 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is 0.58 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,385,404 | +10.5% | 83,875 | +0.0% | 0.05% | +4.4% |
| Q3 2022 | $2,158,000 | -8.9% | 83,847 | -0.1% | 0.04% | 0.0% |
| Q2 2022 | $2,369,000 | -11.2% | 83,935 | +0.3% | 0.04% | +9.8% |
| Q1 2022 | $2,667,000 | +47.3% | 83,674 | +51.9% | 0.04% | +57.7% |
| Q4 2021 | $1,810,000 | +1.1% | 55,078 | -5.1% | 0.03% | -7.1% |
| Q3 2021 | $1,790,000 | -2.2% | 58,062 | +1.2% | 0.03% | +16.7% |
| Q2 2021 | $1,830,000 | -15.2% | 57,383 | -17.1% | 0.02% | -25.0% |
| Q1 2021 | $2,157,000 | -21.3% | 69,232 | -32.8% | 0.03% | -23.8% |
| Q4 2020 | $2,742,000 | -6.2% | 103,075 | -25.6% | 0.04% | -16.0% |
| Q3 2020 | $2,922,000 | -15.8% | 138,604 | -15.4% | 0.05% | -65.5% |
| Q2 2020 | $3,469,000 | +24.1% | 163,798 | +5.6% | 0.14% | +13.3% |
| Q1 2020 | $2,796,000 | -38.4% | 155,152 | -1.9% | 0.13% | -15.2% |
| Q4 2019 | $4,537,000 | +11.4% | 158,185 | +6.3% | 0.15% | +7.1% |
| Q3 2019 | $4,072,000 | +10.9% | 148,782 | +9.9% | 0.14% | +22.6% |
| Q2 2019 | $3,672,000 | -8.9% | 135,435 | -7.5% | 0.12% | -10.9% |
| Q1 2019 | $4,030,000 | +7.7% | 146,350 | -4.1% | 0.13% | -1.5% |
| Q4 2018 | $3,742,000 | -19.1% | 152,555 | -2.0% | 0.13% | -9.0% |
| Q3 2018 | $4,627,000 | -2.0% | 155,733 | -2.2% | 0.14% | -4.6% |
| Q2 2018 | $4,723,000 | +8.7% | 159,297 | +0.5% | 0.15% | +7.9% |
| Q1 2018 | $4,345,000 | +107.2% | 158,564 | +119.6% | 0.14% | +102.9% |
| Q4 2017 | $2,097,000 | +42.3% | 72,200 | +311.6% | 0.07% | +32.7% |
| Q3 2017 | $1,474,000 | +6.2% | 17,540 | +1.7% | 0.05% | -1.9% |
| Q2 2017 | $1,388,000 | -1.4% | 17,246 | -1.2% | 0.05% | -7.0% |
| Q1 2017 | $1,407,000 | +3.2% | 17,451 | +5.8% | 0.06% | -1.7% |
| Q4 2016 | $1,364,000 | -17.3% | 16,494 | -24.8% | 0.06% | -15.9% |
| Q3 2016 | $1,650,000 | +8.8% | 21,936 | +3.6% | 0.07% | +6.2% |
| Q2 2016 | $1,517,000 | +19.8% | 21,164 | +14.9% | 0.06% | +20.4% |
| Q1 2016 | $1,266,000 | +1.3% | 18,420 | -4.3% | 0.05% | 0.0% |
| Q4 2015 | $1,250,000 | +13.5% | 19,252 | +10.1% | 0.05% | +12.5% |
| Q3 2015 | $1,101,000 | -6.8% | 17,479 | +4.2% | 0.05% | +4.3% |
| Q2 2015 | $1,181,000 | -5.3% | 16,772 | -3.1% | 0.05% | -2.1% |
| Q1 2015 | $1,247,000 | +11.7% | 17,306 | +10.0% | 0.05% | +11.9% |
| Q4 2014 | $1,116,000 | +13.2% | 15,730 | +3.6% | 0.04% | +10.5% |
| Q3 2014 | $986,000 | +8.0% | 15,178 | +16.4% | 0.04% | +11.8% |
| Q2 2014 | $913,000 | +10.0% | 13,037 | +7.2% | 0.03% | +6.2% |
| Q1 2014 | $830,000 | -21.6% | 12,164 | -22.0% | 0.03% | -22.0% |
| Q4 2013 | $1,058,000 | -51.2% | 15,602 | -54.9% | 0.04% | -52.9% |
| Q3 2013 | $2,166,000 | +18.0% | 34,591 | +9.9% | 0.09% | +13.0% |
| Q2 2013 | $1,836,000 | – | 31,461 | – | 0.08% | – |
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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% |