WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 243 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,779 | -62.7% | 595 | -76.2% | 0.00% | -80.0% |
| Q1 2020 | $45,000 | -40.0% | 2,500 | -4.2% | 0.01% | -28.6% |
| Q4 2019 | $75,000 | +5.6% | 2,610 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $71,000 | 0.0% | 2,610 | 0.0% | 0.01% | +16.7% |
| Q2 2019 | $71,000 | -1.4% | 2,610 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $72,000 | +12.5% | 2,610 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $64,000 | -17.9% | 2,610 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $78,000 | +1.3% | 2,610 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $77,000 | +6.9% | 2,610 | 0.0% | 0.01% | -11.1% |
| Q1 2018 | $72,000 | -5.3% | 2,610 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $76,000 | +4.1% | 2,610 | +200.0% | 0.01% | -10.0% |
| Q3 2017 | $73,000 | +4.3% | 870 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $70,000 | -30.0% | 870 | -30.1% | 0.01% | -23.1% |
| Q1 2017 | $100,000 | +733.3% | 1,244 | +640.5% | 0.01% | +333.3% |
| Q1 2015 | $12,000 | – | 168 | – | 0.00% | – |
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% |