WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 188 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $117,000 | -6.4% | 5,501 | -20.9% | 0.03% | -20.6% |
| Q1 2020 | $125,000 | -42.4% | 6,953 | -8.2% | 0.03% | -27.7% |
| Q4 2019 | $217,000 | +4.8% | 7,575 | 0.0% | 0.05% | -2.1% |
| Q3 2019 | $207,000 | +1.0% | 7,575 | 0.0% | 0.05% | +26.3% |
| Q2 2019 | $205,000 | -19.3% | 7,575 | -17.9% | 0.04% | -11.6% |
| Q1 2019 | $254,000 | +8.1% | 9,230 | -3.8% | 0.04% | -4.4% |
| Q4 2018 | $235,000 | -17.5% | 9,599 | 0.0% | 0.04% | -2.2% |
| Q3 2018 | $285,000 | 0.0% | 9,599 | 0.0% | 0.05% | -9.8% |
| Q2 2018 | $285,000 | +2.2% | 9,599 | -5.6% | 0.05% | -5.6% |
| Q1 2018 | $279,000 | +14.8% | 10,165 | +21.6% | 0.05% | +31.7% |
| Q4 2017 | $243,000 | +10.5% | 8,357 | +219.7% | 0.04% | +5.1% |
| Q3 2017 | $220,000 | +66.7% | 2,614 | +59.3% | 0.04% | +62.5% |
| Q2 2017 | $132,000 | 0.0% | 1,641 | 0.0% | 0.02% | +4.3% |
| Q1 2017 | $132,000 | -2.9% | 1,641 | 0.0% | 0.02% | -28.1% |
| Q4 2016 | $136,000 | +10.6% | 1,641 | 0.0% | 0.03% | -3.0% |
| Q3 2016 | $123,000 | +15.0% | 1,641 | +9.5% | 0.03% | +10.0% |
| Q2 2016 | $107,000 | +25.9% | 1,499 | +21.7% | 0.03% | 0.0% |
| Q1 2016 | $85,000 | +28.8% | 1,232 | +31.6% | 0.03% | +25.0% |
| Q2 2015 | $66,000 | -1.5% | 936 | 0.0% | 0.02% | -7.7% |
| Q1 2015 | $67,000 | +34.0% | 936 | +33.7% | 0.03% | +18.2% |
| Q4 2014 | $50,000 | +11.1% | 700 | 0.0% | 0.02% | 0.0% |
| Q3 2014 | $45,000 | -8.2% | 700 | -0.8% | 0.02% | -8.3% |
| Q2 2014 | $49,000 | – | 706 | – | 0.02% | – |
Download | ||||||
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% |