WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 131 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 5.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $200,000 | -17.7% | 3,176 | -7.8% | 0.02% | +14.3% |
| Q2 2015 | $243,000 | -98.9% | 3,445 | -98.8% | 0.01% | -98.5% |
| Q1 2015 | $21,204,000 | -7.0% | 294,172 | -8.5% | 0.95% | -8.3% |
| Q4 2014 | $22,789,000 | -4.1% | 321,337 | -12.2% | 1.03% | -2.5% |
| Q3 2014 | $23,770,000 | -6.4% | 366,024 | +0.9% | 1.06% | -4.1% |
| Q2 2014 | $25,401,000 | +5.5% | 362,712 | +2.8% | 1.10% | +0.5% |
| Q1 2014 | $24,075,000 | +4.2% | 352,703 | +3.5% | 1.10% | +8.9% |
| Q4 2013 | $23,112,000 | +13.8% | 340,937 | +5.1% | 1.01% | +3.8% |
| Q3 2013 | $20,315,000 | +9.6% | 324,364 | +2.1% | 0.97% | +3.3% |
| Q2 2013 | $18,543,000 | – | 317,785 | – | 0.94% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Live Your Vision, LLC | 126,951 | $8,606,000 | 4.75% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 191,674 | $12,994,000 | 4.52% |
| EnTrustPermal Management LLC | 54,923 | $3,724,000 | 3.80% |
| Advisors Preferred, LLC | 79,820 | $5,410,000 | 2.99% |
| Keystone Financial Planning, Inc. | 39,677 | $2,690,000 | 2.15% |
| SVA Wealth Management, LLC | 39,585 | $2,683,000 | 1.60% |
| Aspen Investment Management Inc | 33,784 | $2,290,000 | 1.53% |
| PALLADIUM PARTNERS LLC | 235,713 | $15,979,000 | 1.51% |
| New England Investment & Retirement Group, Inc. | 34,194 | $2,318,000 | 1.44% |
| Jacobus Wealth Management, Inc. | 67,770 | $4,594,000 | 1.33% |