WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 134 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $9,020,000 | +9.4% | 107,348 | +4.8% | 2.36% | +6.2% |
| Q2 2017 | $8,246,000 | +7.3% | 102,458 | +7.5% | 2.22% | +3.2% |
| Q1 2017 | $7,687,000 | -0.6% | 95,353 | +2.0% | 2.16% | -4.7% |
| Q4 2016 | $7,734,000 | +24.6% | 93,493 | +13.3% | 2.26% | +25.0% |
| Q3 2016 | $6,209,000 | +4.6% | 82,552 | -0.4% | 1.81% | -0.2% |
| Q2 2016 | $5,938,000 | +4.0% | 82,866 | -0.3% | 1.81% | +8.6% |
| Q1 2016 | $5,710,000 | +5.4% | 83,085 | -0.4% | 1.67% | +7.5% |
| Q4 2015 | $5,419,000 | +7.6% | 83,460 | +4.4% | 1.55% | +5.7% |
| Q3 2015 | $5,038,000 | -11.0% | 79,970 | -0.5% | 1.47% | +4.5% |
| Q2 2015 | $5,662,000 | +4.7% | 80,375 | +7.1% | 1.41% | +0.7% |
| Q1 2015 | $5,408,000 | +8.4% | 75,025 | +6.7% | 1.40% | +7.7% |
| Q4 2014 | $4,988,000 | +8.7% | 70,330 | -0.5% | 1.30% | +2.5% |
| Q3 2014 | $4,589,000 | -7.7% | 70,670 | -0.5% | 1.26% | -0.6% |
| Q2 2014 | $4,974,000 | -49.1% | 71,030 | -50.5% | 1.27% | -46.4% |
| Q1 2014 | $9,764,000 | +112.5% | 143,505 | +111.8% | 2.38% | +78.2% |
| Q4 2013 | $4,594,000 | +22.3% | 67,770 | +13.0% | 1.33% | +1.5% |
| Q3 2013 | $3,757,000 | +64.0% | 59,980 | +52.8% | 1.31% | +56.7% |
| Q2 2013 | $2,291,000 | – | 39,255 | – | 0.84% | – |
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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% |