Whitnell & Co. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 262 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Whitnell & Co. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$21,000
+23.5%
724
+17.0%
0.01%0.0%
Q3 2019$17,000
+30.8%
619
+31.7%
0.01%
+20.0%
Q2 2019$13,0000.0%4700.0%0.01%0.0%
Q1 2019$13,000
+8.3%
4700.0%0.01%0.0%
Q4 2018$12,000
+71.4%
470
+91.8%
0.01%
+66.7%
Q3 2018$7,0000.0%2450.0%0.00%0.0%
Q2 2018$7,000
-94.9%
245
-95.1%
0.00%
-94.7%
Q1 2018$136,000
-0.7%
4,960
+5.2%
0.06%0.0%
Q4 2017$137,000
-92.8%
4,715
-81.5%
0.06%
-91.3%
Q3 2016$1,912,000
+5.0%
25,4180.0%0.65%
+9.9%
Q2 2016$1,821,000
+4.2%
25,4180.0%0.59%
-8.6%
Q1 2016$1,747,000
+5.9%
25,4180.0%0.65%
+4.5%
Q4 2015$1,650,000
+3.1%
25,4180.0%0.62%
-1.3%
Q3 2015$1,601,000
-10.6%
25,4180.0%0.63%
-2.9%
Q2 2015$1,790,000
-9.7%
25,418
-7.6%
0.65%
-12.5%
Q1 2015$1,982,000
+1.6%
27,4980.0%0.74%
+1.1%
Q4 2014$1,950,000
+9.2%
27,4980.0%0.73%
+3.1%
Q3 2014$1,786,000
-7.3%
27,4980.0%0.71%
-19.1%
Q2 2014$1,926,000
+2.6%
27,4980.0%0.88%0.0%
Q1 2014$1,877,000
+0.7%
27,4980.0%0.88%
+2.9%
Q4 2013$1,864,000
+46.3%
27,498
+35.1%
0.86%
+36.1%
Q3 2013$1,274,000
+7.3%
20,3480.0%0.63%
+6.3%
Q2 2013$1,187,00020,3480.59%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 531,373$11,254,00012.38%
EisnerAmper Wealth Management Corporate Benefits, LLC 421,029$8,917,0006.10%
HC Advisors, LLC 124,575$2,638,0002.18%
CAPITAL WEALTH MANAGEMENT, LLC 91,321$1,934,0002.06%
Starfire Investment Advisers, Inc. 200,393$4,244,0002.03%
Opus Capital Group, LLC 280,164$5,934,0001.82%
BCS Wealth Management 135,313$2,866,0001.72%
Key FInancial Inc 69,986$1,465,0001.68%
HC FINANCIAL ADVISORS INC 99,491$2,107,0001.65%
John W. Brooker & Co., CPAs 94,772$2,007,0001.43%
View complete list of WISDOMTREE TR shareholders