WHALEROCK POINT PARTNERS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 134 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is 2.35 and the average weighting 0.4%.

Quarter-by-quarter ownership
WHALEROCK POINT PARTNERS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$226,000
+5.1%
7,8720.0%0.12%
+3.4%
Q3 2019$215,000
+0.9%
7,8720.0%0.12%
-4.9%
Q2 2019$213,000
-1.8%
7,8720.0%0.12%
-14.1%
Q1 2019$217,000
-7.3%
7,8720.0%0.14%
-16.5%
Q3 2018$234,000
+0.4%
7,8720.0%0.17%
-8.6%
Q2 2018$233,000
+7.9%
7,8720.0%0.19%
+169.6%
Q1 2018$216,000
-5.7%
7,8720.0%0.07%
-5.5%
Q4 2017$229,000
+4.1%
7,872
+200.0%
0.07%
-6.4%
Q3 2017$220,000
+4.3%
2,6240.0%0.08%
+1.3%
Q2 2017$211,000
-0.5%
2,6240.0%0.08%
-2.5%
Q1 2017$212,000
-2.3%
2,6240.0%0.08%
-7.1%
Q4 2016$217,000
-8.4%
2,624
-28.4%
0.08%
-17.5%
Q4 2015$237,000
+1.7%
3,664
-1.0%
0.10%
+3.0%
Q3 2015$233,000
-10.4%
3,7000.0%0.10%
-6.5%
Q2 2015$260,000
-2.3%
3,7000.0%0.11%
-0.9%
Q1 2015$266,000
+1.5%
3,7000.0%0.11%
-2.7%
Q4 2014$262,000
+9.2%
3,7000.0%0.11%
+2.8%
Q3 2014$240,000
-7.3%
3,7000.0%0.11%
-12.2%
Q2 2014$259,000
+2.8%
3,7000.0%0.12%
-3.9%
Q1 2014$252,000
+0.8%
3,7000.0%0.13%
-2.3%
Q4 2013$250,0003,7000.13%
Other shareholders
WISDOMTREE TR shareholders Q2 2015
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 97,657$7,873,0006.82%
Cranberry Lake Advisors LLC 113,755$9,171,0006.14%
Starfire Investment Advisers, Inc. 109,475$8,739,402,0004.71%
TMD & ASSOCIATES, INC 51,680$4,166,0003.83%
Private Vista, LLC 163,755$13,391,0003.33%
Jacobus Wealth Management, Inc. 95,353$7,687,0002.16%
INSPIRION WEALTH ADVISORS, LLC 39,924$3,219,0001.82%
PALLADIUM PARTNERS LLC 259,214$20,898,0001.68%
AJ WEALTH STRATEGIES, LLC 45,640$3,680,0001.60%
Evanson Asset Management, LLC 76,561$6,172,0001.52%
View complete list of WISDOMTREE TR shareholders