Live Your Vision, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 77 filers reported holding WISDOMTREE TR in Q2 2013. The put-call ratio across all filers is 3.50 and the average weighting 0.3%.

Quarter-by-quarter ownership
Live Your Vision, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2019$1,231,000
+13.7%
43,665
+6.9%
0.37%
+2.5%
Q4 2018$1,083,000
-10.8%
40,853
-0.0%
0.36%
-5.7%
Q3 2018$1,214,000
+4.6%
40,854
+6.3%
0.39%
+0.3%
Q2 2018$1,161,000
+9.1%
38,428
+2.1%
0.38%
+6.9%
Q1 2018$1,064,000
-4.1%
37,656
+0.2%
0.36%
-3.2%
Q4 2017$1,109,000
+3.0%
37,572
+193.1%
0.37%
-2.9%
Q3 2017$1,077,000
+2.4%
12,821
-0.9%
0.38%
-2.3%
Q2 2017$1,052,000
+5.6%
12,934
+4.7%
0.39%
+0.5%
Q1 2017$996,000
-86.2%
12,349
-85.9%
0.39%
-87.3%
Q4 2016$7,238,000
+8.9%
87,499
-0.9%
3.08%
+8.3%
Q3 2016$6,644,000
+4.9%
88,334
-0.1%
2.84%
-1.7%
Q2 2016$6,334,000
+239.6%
88,388
+225.8%
2.89%
+226.8%
Q1 2016$1,865,000
+4.7%
27,133
-1.1%
0.88%
+3.3%
Q4 2015$1,782,000
+6.4%
27,448
+3.2%
0.86%
+8.6%
Q3 2015$1,675,000
-8.1%
26,586
+3.1%
0.79%
-6.9%
Q2 2015$1,823,000
+1.1%
25,789
+3.1%
0.85%
-1.2%
Q1 2015$1,803,000
-0.3%
25,018
-4.0%
0.86%
-5.0%
Q4 2014$1,809,000
+8.5%
26,064
+2.3%
0.90%
+2.5%
Q3 2014$1,667,000
-6.5%
25,487
+0.2%
0.88%
-5.9%
Q2 2014$1,782,000
-1.4%
25,444
-3.9%
0.93%
-2.2%
Q1 2014$1,808,000
-79.0%
26,487
-79.1%
0.96%
-79.9%
Q4 2013$8,606,000
+5.0%
126,951
-3.0%
4.75%
+0.6%
Q3 2013$8,196,000
+5.9%
130,856
+3.0%
4.72%
+2.1%
Q2 2013$7,740,000127,0864.62%
Other shareholders
WISDOMTREE TR shareholders Q2 2013
NameSharesValueWeighting ↓
Live Your Vision, LLC 126,951$8,606,0004.75%
HENGEHOLD CAPITAL MANAGEMENT LLC 191,674$12,994,0004.52%
EnTrustPermal Management LLC 54,923$3,724,0003.80%
Advisors Preferred, LLC 79,820$5,410,0002.99%
Keystone Financial Planning, Inc. 39,677$2,690,0002.15%
SVA Wealth Management, LLC 39,585$2,683,0001.60%
Aspen Investment Management Inc 33,784$2,290,0001.53%
PALLADIUM PARTNERS LLC 235,713$15,979,0001.51%
New England Investment & Retirement Group, Inc. 34,194$2,318,0001.44%
Jacobus Wealth Management, Inc. 67,770$4,594,0001.33%
View complete list of WISDOMTREE TR shareholders