WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 188 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 0.52 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $276,000 | +4.5% | 9,300 | -3.4% | 0.05% | 0.0% |
| Q1 2018 | $264,000 | -34.5% | 9,625 | -30.6% | 0.05% | -30.3% |
| Q4 2017 | $403,000 | +4.1% | 13,878 | +201.0% | 0.07% | -1.5% |
| Q3 2017 | $387,000 | +4.6% | 4,610 | +0.3% | 0.07% | +3.1% |
| Q2 2017 | $370,000 | +0.3% | 4,595 | +0.3% | 0.06% | -1.5% |
| Q1 2017 | $369,000 | -3.7% | 4,583 | -1.1% | 0.07% | -8.3% |
| Q4 2016 | $383,000 | +6.1% | 4,633 | -3.4% | 0.07% | +4.3% |
| Q3 2016 | $361,000 | +3.1% | 4,797 | -1.8% | 0.07% | -1.4% |
| Q2 2016 | $350,000 | +7.0% | 4,883 | +2.7% | 0.07% | +2.9% |
| Q1 2016 | $327,000 | +6.2% | 4,753 | +0.3% | 0.07% | +3.0% |
| Q4 2015 | $308,000 | +3.7% | 4,739 | +0.4% | 0.07% | -1.5% |
| Q3 2015 | $297,000 | -26.8% | 4,719 | -18.0% | 0.07% | -22.1% |
| Q2 2015 | $406,000 | -1.7% | 5,757 | +0.4% | 0.09% | -6.5% |
| Q1 2015 | $413,000 | +18.7% | 5,735 | +16.7% | 0.09% | +13.6% |
| Q4 2014 | $348,000 | +9.4% | 4,913 | +0.2% | 0.08% | +5.2% |
| Q3 2014 | $318,000 | – | 4,903 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 531,373 | $11,254,000 | 12.38% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 421,029 | $8,917,000 | 6.10% |
| HC Advisors, LLC | 124,575 | $2,638,000 | 2.18% |
| CAPITAL WEALTH MANAGEMENT, LLC | 91,321 | $1,934,000 | 2.06% |
| Starfire Investment Advisers, Inc. | 200,393 | $4,244,000 | 2.03% |
| Opus Capital Group, LLC | 280,164 | $5,934,000 | 1.82% |
| BCS Wealth Management | 135,313 | $2,866,000 | 1.72% |
| Key FInancial Inc | 69,986 | $1,465,000 | 1.68% |
| HC FINANCIAL ADVISORS INC | 99,491 | $2,107,000 | 1.65% |
| John W. Brooker & Co., CPAs | 94,772 | $2,007,000 | 1.43% |