WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 134 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is 0.80 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $420,000 | +10.8% | 15,805 | -12.0% | 0.05% | +12.2% |
| Q3 2020 | $379,000 | -15.8% | 17,961 | -15.5% | 0.04% | -16.3% |
| Q2 2020 | $450,000 | -11.6% | 21,249 | +14.1% | 0.05% | +8.9% |
| Q1 2020 | $509,000 | -21.8% | 18,623 | -16.9% | 0.04% | +36.4% |
| Q4 2017 | $651,000 | -7.7% | 22,413 | +167.1% | 0.03% | -15.4% |
| Q3 2017 | $705,000 | +10.2% | 8,391 | +5.4% | 0.04% | +8.3% |
| Q2 2017 | $640,000 | -19.6% | 7,958 | -19.4% | 0.04% | -21.7% |
| Q1 2017 | $796,000 | +2.1% | 9,869 | +4.7% | 0.05% | -6.1% |
| Q4 2016 | $780,000 | +16.1% | 9,428 | +5.5% | 0.05% | +14.0% |
| Q3 2016 | $672,000 | +7.0% | 8,936 | +2.0% | 0.04% | 0.0% |
| Q2 2016 | $628,000 | -0.9% | 8,764 | -5.1% | 0.04% | -6.5% |
| Q1 2016 | $634,000 | +6.7% | 9,232 | +0.9% | 0.05% | +2.2% |
| Q4 2015 | $594,000 | -37.3% | 9,150 | -28.2% | 0.04% | -53.1% |
| Q3 2015 | $947,000 | +117.2% | 12,739 | +105.7% | 0.10% | +113.3% |
| Q2 2015 | $436,000 | +5.8% | 6,194 | +8.5% | 0.04% | 0.0% |
| Q1 2015 | $412,000 | -1.2% | 5,710 | -2.8% | 0.04% | -16.7% |
| Q4 2014 | $417,000 | +7.5% | 5,875 | -1.6% | 0.05% | -20.6% |
| Q3 2014 | $388,000 | -1.3% | 5,973 | +6.5% | 0.07% | +3.0% |
| Q2 2014 | $393,000 | +1.0% | 5,608 | -1.7% | 0.07% | -20.5% |
| Q1 2014 | $389,000 | +2.6% | 5,706 | +2.2% | 0.08% | -11.7% |
| Q4 2013 | $379,000 | +7.4% | 5,585 | -1.0% | 0.09% | -6.9% |
| Q3 2013 | $353,000 | +10.7% | 5,644 | +3.3% | 0.10% | -7.3% |
| Q2 2013 | $319,000 | +11.5% | 5,464 | +9.0% | 0.11% | +14.7% |
| Q1 2013 | $286,000 | – | 5,012 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Live Your Vision, LLC | 126,951 | $8,606,000 | 4.75% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 191,674 | $12,994,000 | 4.52% |
| EnTrustPermal Management LLC | 54,923 | $3,724,000 | 3.80% |
| Advisors Preferred, LLC | 79,820 | $5,410,000 | 2.99% |
| Keystone Financial Planning, Inc. | 39,677 | $2,690,000 | 2.15% |
| SVA Wealth Management, LLC | 39,585 | $2,683,000 | 1.60% |
| Aspen Investment Management Inc | 33,784 | $2,290,000 | 1.53% |
| PALLADIUM PARTNERS LLC | 235,713 | $15,979,000 | 1.51% |
| New England Investment & Retirement Group, Inc. | 34,194 | $2,318,000 | 1.44% |
| Jacobus Wealth Management, Inc. | 67,770 | $4,594,000 | 1.33% |