WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 149 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is 1.14 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $2,693,000 | -9.2% | 104,639 | -0.5% | 0.58% | -3.3% |
Q2 2022 | $2,967,000 | -12.1% | 105,134 | -0.7% | 0.60% | +9.1% |
Q1 2022 | $3,374,000 | -2.9% | 105,877 | +0.1% | 0.55% | +2.2% |
Q4 2021 | $3,476,000 | +7.2% | 105,777 | +0.5% | 0.54% | +0.9% |
Q3 2021 | $3,243,000 | -4.6% | 105,205 | -1.3% | 0.53% | -3.6% |
Q2 2021 | $3,398,000 | +2.4% | 106,562 | +0.1% | 0.55% | -6.7% |
Q1 2021 | $3,317,000 | -15.7% | 106,474 | -28.0% | 0.59% | -25.0% |
Q4 2020 | $3,935,000 | +25.6% | 147,925 | -0.5% | 0.79% | +3.3% |
Q3 2020 | $3,134,000 | -0.9% | 148,655 | -0.5% | 0.77% | -8.4% |
Q2 2020 | $3,164,000 | +14.8% | 149,405 | -2.4% | 0.84% | +7.2% |
Q1 2020 | $2,757,000 | -37.5% | 153,013 | -0.5% | 0.78% | -22.7% |
Q4 2019 | $4,409,000 | +4.2% | 153,743 | -0.5% | 1.01% | +0.6% |
Q3 2019 | $4,230,000 | +1.3% | 154,543 | +0.3% | 1.00% | +2.1% |
Q2 2019 | $4,177,000 | +0.2% | 154,074 | +1.8% | 0.98% | +0.8% |
Q1 2019 | $4,167,000 | +9.6% | 151,309 | -2.4% | 0.98% | +2.7% |
Q4 2018 | $3,802,000 | -17.9% | 154,984 | -0.5% | 0.95% | -2.3% |
Q3 2018 | $4,629,000 | -2.1% | 155,813 | -2.2% | 0.97% | -8.6% |
Q2 2018 | $4,726,000 | -0.9% | 159,398 | -8.4% | 1.06% | -2.6% |
Q1 2018 | $4,768,000 | -7.0% | 174,002 | -1.4% | 1.09% | -12.5% |
Q4 2017 | $5,128,000 | +2.7% | 176,532 | +197.2% | 1.25% | -2.1% |
Q3 2017 | $4,992,000 | +3.4% | 59,404 | -1.0% | 1.27% | -3.7% |
Q2 2017 | $4,827,000 | -1.6% | 59,983 | -1.5% | 1.32% | -7.9% |
Q1 2017 | $4,907,000 | -3.3% | 60,879 | -0.8% | 1.44% | -16.2% |
Q4 2016 | $5,074,000 | +5.0% | 61,350 | -4.6% | 1.71% | +13.6% |
Q3 2016 | $4,834,000 | -3.3% | 64,280 | -7.9% | 1.51% | +12.7% |
Q2 2016 | $4,999,000 | +26.6% | 69,814 | +21.5% | 1.34% | -12.3% |
Q1 2016 | $3,950,000 | +5.9% | 57,483 | +0.0% | 1.53% | +9.5% |
Q4 2015 | $3,731,000 | – | 57,468 | – | 1.40% | – |
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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% |