WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 233 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.24 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $15,000 | +15.4% | 495 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | +30.0% | 495 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | 0.0% | 495 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +11.1% | 495 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -35.7% | 495 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $14,000 | 0.0% | 495 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $14,000 | +7.7% | 495 | 0.0% | 0.00% | +33.3% |
| Q2 2019 | $13,000 | -7.1% | 495 | 0.0% | 0.00% | -25.0% |
| Q1 2019 | $14,000 | +16.7% | 495 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -69.2% | 495 | -62.6% | 0.00% | -60.0% |
| Q3 2018 | $39,000 | -43.5% | 1,323 | -42.9% | 0.01% | -47.4% |
| Q2 2018 | $69,000 | +4.5% | 2,319 | -3.4% | 0.02% | -13.6% |
| Q1 2018 | $66,000 | -59.5% | 2,400 | -57.1% | 0.02% | -46.3% |
| Q4 2017 | $163,000 | -3.6% | 5,598 | +178.0% | 0.04% | -28.1% |
| Q3 2017 | $169,000 | -7.1% | 2,014 | -11.0% | 0.06% | -8.1% |
| Q2 2017 | $182,000 | -23.5% | 2,264 | -23.3% | 0.06% | -30.3% |
| Q1 2017 | $238,000 | -20.4% | 2,950 | -38.9% | 0.09% | -49.4% |
| Q4 2016 | $299,000 | – | 4,829 | – | 0.18% | – |
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% |