WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 134 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is 2.35 and the average weighting 0.4%.
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% | – |
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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% |