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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $1,286,000 | +5.2% | 18,712 | -0.7% | 0.14% | +3.8% |
| Q4 2015 | $1,223,000 | -0.1% | 18,842 | -3.0% | 0.13% | -6.5% |
| Q3 2015 | $1,224,000 | -14.4% | 19,428 | -4.3% | 0.14% | -8.6% |
| Q2 2015 | $1,430,000 | +2.5% | 20,299 | +4.9% | 0.15% | +1.3% |
| Q1 2015 | $1,395,000 | +8.8% | 19,352 | +7.0% | 0.15% | +3.4% |
| Q4 2014 | $1,282,000 | -5.1% | 18,079 | -13.1% | 0.14% | -10.5% |
| Q3 2014 | $1,351,000 | -3.3% | 20,811 | +4.4% | 0.16% | -7.4% |
| Q2 2014 | $1,397,000 | +14.3% | 19,943 | +11.4% | 0.18% | +1.7% |
| Q1 2014 | $1,222,000 | -50.5% | 17,903 | -50.8% | 0.17% | -9.0% |
| Q4 2013 | $2,468,000 | +78.6% | 36,420 | +65.0% | 0.19% | -21.6% |
| Q3 2013 | $1,382,000 | +26.6% | 22,067 | +17.9% | 0.24% | +12.1% |
| Q2 2013 | $1,092,000 | – | 18,714 | – | 0.22% | – |
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% |