RAND WEALTH, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 178 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 1.98 and the average weighting 0.5%.

Quarter-by-quarter ownership
RAND WEALTH, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2018$1,808,000
-2.4%
60,840
-2.7%
0.20%
-2.4%
Q2 2018$1,853,000
-23.7%
62,497
-29.5%
0.21%
-24.2%
Q1 2018$2,429,000
-5.6%
88,651
+0.1%
0.27%
-2.8%
Q4 2017$2,572,000
-0.2%
88,549
+188.8%
0.28%
-5.4%
Q3 2017$2,576,000
+3.9%
30,656
-0.5%
0.30%
-11.6%
Q2 2017$2,479,000
+4.1%
30,798
+4.2%
0.34%
+17.5%
Q1 2017$2,382,000
-0.3%
29,544
+2.3%
0.29%
-5.3%
Q4 2016$2,389,000
+12.3%
28,886
+2.1%
0.30%
+8.6%
Q3 2016$2,128,000
+13.0%
28,294
+7.6%
0.28%
+9.0%
Q2 2016$1,884,000
+8.0%
26,291
+3.5%
0.26%
+4.9%
Q1 2016$1,745,000
+11.1%
25,400
+5.0%
0.24%
+9.5%
Q4 2015$1,571,000
+9.6%
24,194
+6.3%
0.22%
+5.7%
Q3 2015$1,433,000
-10.3%
22,751
+0.3%
0.21%
-2.8%
Q2 2015$1,598,000
+2.1%
22,682
+4.5%
0.22%
+2.9%
Q1 2015$1,565,000
+15.4%
21,709
+13.1%
0.21%
+12.9%
Q4 2014$1,356,000
+23.8%
19,188
+13.8%
0.19%
+17.0%
Q3 2014$1,095,000
-5.3%
16,857
+2.1%
0.16%
-4.2%
Q2 2014$1,156,000
+18.3%
16,505
+15.3%
0.17%
-1.8%
Q1 2014$977,000
+40.0%
14,311
+38.9%
0.17%
+36.3%
Q4 2013$698,00010,3000.12%
Other shareholders
WISDOMTREE TR shareholders Q4 2016
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 336,435$9,265,0006.92%
Seneca House Advisors 148,064$4,078,0003.54%
HC FINANCIAL ADVISORS INC 115,686$3,186,0003.34%
Starfire Investment Advisers, Inc. 257,220$7,083,0003.25%
CAPITAL WEALTH MANAGEMENT, LLC 115,089$3,170,0003.17%
Opus Capital Group, LLC 375,338$10,336,0002.76%
Salomon & Ludwin, LLC 421,085$11,597,0002.39%
Truvestments Capital LLC 95,209$2,622,0002.01%
Merriman Wealth Management, LLC 367,078$10,109,0001.92%
Keudell/Morrison Wealth Management 73,370$2,021,0001.78%
View complete list of WISDOMTREE TR shareholders