WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 134 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is 0.80 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $558,000 | -0.9% | 6,934 | -0.7% | 0.06% | -3.0% |
| Q1 2017 | $563,000 | -8.6% | 6,980 | -6.3% | 0.07% | -14.3% |
| Q4 2016 | $616,000 | +3.2% | 7,447 | -6.2% | 0.08% | -2.5% |
| Q3 2016 | $597,000 | +6.2% | 7,941 | +1.2% | 0.08% | +1.3% |
| Q2 2016 | $562,000 | +3.3% | 7,844 | -0.9% | 0.08% | +1.3% |
| Q1 2016 | $544,000 | +3.4% | 7,919 | -2.3% | 0.08% | -3.8% |
| Q4 2015 | $526,000 | +1.5% | 8,103 | -1.5% | 0.08% | -3.6% |
| Q3 2015 | $518,000 | -10.7% | 8,229 | 0.0% | 0.08% | -2.4% |
| Q2 2015 | $580,000 | -2.2% | 8,229 | -0.0% | 0.08% | -2.3% |
| Q1 2015 | $593,000 | -4.0% | 8,233 | -5.6% | 0.09% | -1.1% |
| Q4 2014 | $618,000 | +9.2% | 8,718 | 0.0% | 0.09% | -1.1% |
| Q3 2014 | $566,000 | -7.4% | 8,718 | 0.0% | 0.09% | -2.2% |
| Q2 2014 | $611,000 | -1.9% | 8,718 | -4.5% | 0.09% | -21.6% |
| Q1 2014 | $623,000 | +11.2% | 9,131 | +10.5% | 0.12% | +11.5% |
| Q4 2013 | $560,000 | +8.3% | 8,262 | 0.0% | 0.10% | -1.0% |
| Q3 2013 | $517,000 | +7.3% | 8,262 | 0.0% | 0.10% | 0.0% |
| Q2 2013 | $482,000 | – | 8,262 | – | 0.10% | – |
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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% |