WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 237 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.33 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,777,000 | +11.3% | 64,517 | -0.8% | 0.08% | -2.3% |
| Q4 2018 | $1,596,000 | -25.6% | 65,051 | -10.0% | 0.09% | +13.0% |
| Q3 2018 | $2,146,000 | +9.7% | 72,241 | +9.5% | 0.08% | +16.7% |
| Q2 2018 | $1,957,000 | +7.3% | 65,993 | -0.8% | 0.07% | +3.1% |
| Q1 2018 | $1,824,000 | -6.0% | 66,558 | -0.3% | 0.06% | -3.0% |
| Q4 2017 | $1,940,000 | +4.0% | 66,783 | +200.7% | 0.07% | -1.5% |
| Q3 2017 | $1,866,000 | – | 22,206 | – | 0.07% | – |
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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% |