WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 224 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.56 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $961,000 | 0.0% | 30,136 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $961,000 | +1647.3% | 30,136 | +1048.0% | 0.10% | +1371.4% |
| Q3 2020 | $55,000 | 0.0% | 2,625 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $55,000 | +17.0% | 2,625 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $47,000 | -90.0% | 2,625 | -83.9% | 0.01% | -89.0% |
| Q4 2019 | $468,000 | +4.9% | 16,310 | 0.0% | 0.08% | -5.7% |
| Q3 2019 | $446,000 | +1.6% | 16,310 | +0.5% | 0.09% | -4.4% |
| Q2 2019 | $439,000 | -1.6% | 16,229 | 0.0% | 0.09% | -1.1% |
| Q1 2019 | $446,000 | +25.3% | 16,229 | +11.6% | 0.09% | +5.7% |
| Q4 2018 | $356,000 | -14.4% | 14,537 | +2.7% | 0.09% | +13.0% |
| Q3 2018 | $416,000 | -0.7% | 14,155 | 0.0% | 0.08% | -8.3% |
| Q2 2018 | $419,000 | +11.4% | 14,155 | +1.6% | 0.08% | -25.0% |
| Q1 2018 | $376,000 | -8.1% | 13,936 | 0.0% | 0.11% | -5.1% |
| Q4 2017 | $409,000 | +7.3% | 13,936 | +208.9% | 0.12% | -4.8% |
| Q3 2017 | $381,000 | +5.8% | 4,512 | 0.0% | 0.12% | -0.8% |
| Q2 2017 | $360,000 | +1.4% | 4,512 | 0.0% | 0.12% | -8.1% |
| Q1 2017 | $355,000 | -3.3% | 4,512 | 0.0% | 0.14% | -13.9% |
| Q4 2016 | $367,000 | – | 4,512 | – | 0.16% | – |
Download | ||||||
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% |