WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 119 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is 0.58 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $426,000 | -43.2% | 5,334 | -41.4% | 0.41% | +143.5% |
| Q1 2017 | $750,000 | +0.9% | 9,103 | +1.1% | 0.17% | +3.0% |
| Q4 2016 | $743,000 | +34.1% | 9,000 | +22.9% | 0.16% | +146.3% |
| Q3 2016 | $554,000 | -2.3% | 7,326 | -8.0% | 0.07% | -13.0% |
| Q2 2016 | $567,000 | +4.6% | 7,965 | +0.6% | 0.08% | +5.5% |
| Q1 2016 | $542,000 | +4.0% | 7,916 | -2.5% | 0.07% | +4.3% |
| Q4 2015 | $521,000 | +2.2% | 8,121 | 0.0% | 0.07% | +1.4% |
| Q3 2015 | $510,000 | -10.7% | 8,121 | 0.0% | 0.07% | -6.8% |
| Q2 2015 | $571,000 | -4.5% | 8,121 | -3.8% | 0.07% | -18.7% |
| Q4 2014 | $598,000 | +22.8% | 8,445 | +11.4% | 0.09% | +37.9% |
| Q3 2014 | $487,000 | -12.3% | 7,583 | -6.2% | 0.07% | -2.9% |
| Q2 2014 | $555,000 | -3.0% | 8,083 | -4.7% | 0.07% | -4.2% |
| Q1 2014 | $572,000 | +2.9% | 8,483 | +4.0% | 0.07% | 0.0% |
| Q4 2013 | $556,000 | -1.8% | 8,153 | -9.6% | 0.07% | -11.2% |
| Q3 2013 | $566,000 | +9.5% | 9,023 | +2.0% | 0.08% | +3.9% |
| Q2 2013 | $517,000 | – | 8,848 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 525,546 | $15,072,686,000 | 13.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 385,705 | $11,062,000 | 7.58% |
| Seneca House Advisors | 141,579 | $4,060,000 | 3.51% |
| CAPITAL WEALTH MANAGEMENT, LLC | 107,978 | $3,097,000 | 3.16% |
| Starfire Investment Advisers, Inc. | 487,852 | $13,990,000 | 2.67% |
| BCS Wealth Management | 136,192 | $3,906,000 | 2.60% |
| Opus Capital Group, LLC | 307,223 | $8,811,000 | 2.59% |
| HC FINANCIAL ADVISORS INC | 98,029 | $2,811,000 | 2.21% |
| Salomon & Ludwin, LLC | 377,364 | $10,823,000 | 2.15% |
| Stevard, LLC | 111,406 | $3,195,000 | 2.01% |