WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 178 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 1.98 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,268,045 | +299.3% | 39,417 | +250.1% | 0.27% | +268.9% |
| Q3 2023 | $317,532 | -2.0% | 11,260 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $324,175 | -1.8% | 11,260 | -2.6% | 0.07% | -6.3% |
| Q1 2023 | $330,154 | +94229.7% | 11,560 | -6.0% | 0.08% | -7.1% |
| Q4 2022 | $350 | -99.9% | 12,295 | 0.0% | 0.08% | +3.7% |
| Q3 2022 | $316,000 | -5.4% | 12,295 | +3.8% | 0.08% | +3.8% |
| Q2 2022 | $334,000 | -11.4% | 11,840 | 0.0% | 0.08% | +11.3% |
| Q1 2022 | $377,000 | -3.1% | 11,840 | 0.0% | 0.07% | +2.9% |
| Q4 2021 | $389,000 | +6.6% | 11,840 | 0.0% | 0.07% | -2.8% |
| Q3 2021 | $365,000 | -3.4% | 11,840 | 0.0% | 0.07% | -2.7% |
| Q2 2021 | $378,000 | +2.4% | 11,840 | 0.0% | 0.07% | -5.2% |
| Q1 2021 | $369,000 | +7.0% | 11,840 | -8.6% | 0.08% | +1.3% |
| Q4 2020 | $345,000 | +12.4% | 12,960 | -11.0% | 0.08% | -2.6% |
| Q3 2020 | $307,000 | -3.2% | 14,560 | -2.7% | 0.08% | -10.3% |
| Q2 2020 | $317,000 | -9.9% | 14,960 | -23.3% | 0.09% | -24.3% |
| Q1 2020 | $352,000 | -43.2% | 19,517 | -9.7% | 0.12% | -30.7% |
| Q4 2019 | $620,000 | +4.7% | 21,614 | +0.0% | 0.17% | -5.7% |
| Q3 2019 | $592,000 | -6.3% | 21,613 | -7.3% | 0.18% | -7.9% |
| Q2 2019 | $632,000 | -56.6% | 23,309 | -55.9% | 0.19% | -57.1% |
| Q1 2019 | $1,455,000 | +44.8% | 52,829 | +29.0% | 0.44% | +28.2% |
| Q4 2018 | $1,005,000 | +37.5% | 40,958 | +66.5% | 0.35% | +59.2% |
| Q3 2018 | $731,000 | +30.5% | 24,600 | +30.2% | 0.22% | +21.8% |
| Q2 2018 | $560,000 | +8.1% | 18,895 | 0.0% | 0.18% | +5.3% |
| Q1 2018 | $518,000 | -15.6% | 18,895 | -10.6% | 0.17% | +3.7% |
| Q4 2017 | $614,000 | +3.7% | 21,141 | +200.0% | 0.16% | -20.0% |
| Q3 2017 | $592,000 | +4.4% | 7,047 | 0.0% | 0.20% | +0.5% |
| Q2 2017 | $567,000 | -6.6% | 7,047 | -6.4% | 0.20% | -8.1% |
| Q1 2017 | $607,000 | -70.4% | 7,532 | -69.6% | 0.22% | -69.0% |
| Q4 2016 | $2,053,000 | -34.4% | 24,814 | -40.3% | 0.72% | -44.3% |
| Q3 2016 | $3,129,000 | – | 41,597 | – | 1.29% | – |
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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% |