WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 115 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is 0.74 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,545,000 | +10.8% | 18,677 | +0.8% | 0.05% | +4.2% |
| Q3 2016 | $1,394,000 | +10.8% | 18,535 | +5.6% | 0.05% | +6.7% |
| Q2 2016 | $1,258,000 | +9.6% | 17,554 | +5.1% | 0.04% | -6.2% |
| Q1 2016 | $1,148,000 | +28.8% | 16,708 | +21.7% | 0.05% | +20.0% |
| Q4 2015 | $891,000 | +36.0% | 13,725 | +32.0% | 0.04% | -21.6% |
| Q3 2015 | $655,000 | -18.6% | 10,395 | -9.1% | 0.05% | -10.5% |
| Q2 2015 | $805,000 | +3.7% | 11,434 | +6.2% | 0.06% | +5.6% |
| Q1 2015 | $776,000 | +2.6% | 10,766 | +1.0% | 0.05% | -34.1% |
| Q4 2014 | $756,000 | +48.5% | 10,662 | +36.0% | 0.08% | +34.4% |
| Q3 2014 | $509,000 | -21.3% | 7,837 | -15.2% | 0.06% | -29.9% |
| Q2 2014 | $647,000 | -47.1% | 9,240 | -48.4% | 0.09% | -2.2% |
| Q1 2014 | $1,222,000 | +96.5% | 17,902 | +95.0% | 0.09% | -6.3% |
| Q4 2013 | $622,000 | +5.1% | 9,181 | -2.8% | 0.10% | -7.8% |
| Q3 2013 | $592,000 | +18.4% | 9,450 | +10.4% | 0.10% | +3.0% |
| Q2 2013 | $500,000 | – | 8,563 | – | 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% |