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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,060,000 | -6.3% | 141,579 | -10.6% | 3.51% | -14.3% |
| Q3 2019 | $4,334,000 | +1.9% | 158,334 | +0.0% | 4.10% | +5.2% |
| Q2 2019 | $4,252,000 | +4.3% | 158,305 | +6.9% | 3.90% | +10.1% |
| Q1 2019 | $4,078,000 | +17.4% | 148,064 | +4.5% | 3.54% | +8.3% |
| Q4 2018 | $3,475,000 | -15.7% | 141,683 | +2.1% | 3.27% | +1.3% |
| Q3 2018 | $4,122,000 | -2.4% | 138,756 | -2.6% | 3.23% | -6.0% |
| Q2 2018 | $4,225,000 | +6.2% | 142,512 | -1.9% | 3.43% | +3.2% |
| Q1 2018 | $3,980,000 | -14.5% | 145,267 | -9.4% | 3.33% | -16.4% |
| Q4 2017 | $4,655,000 | – | 160,255 | – | 3.98% | – |
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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% |