WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 188 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $17,136 | +0.8% | 600 | 0.0% | 0.01% | +12.5% |
| Q2 2022 | $17,000 | -10.5% | 600 | 0.0% | 0.01% | +33.3% |
| Q1 2022 | $19,000 | -5.0% | 600 | 0.0% | 0.01% | -33.3% |
| Q4 2021 | $20,000 | -90.2% | 600 | -76.4% | 0.01% | -89.8% |
| Q2 2017 | $204,000 | -7.7% | 2,541 | -7.3% | 0.09% | -17.0% |
| Q1 2017 | $221,000 | -4.3% | 2,741 | -1.9% | 0.11% | -12.4% |
| Q4 2016 | $231,000 | – | 2,795 | – | 0.12% | – |
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% |