WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 119 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is 0.58 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,964,195 | +6.5% | 105,116 | +8.8% | 0.00% | – |
| Q2 2023 | $2,782,294 | +58.6% | 96,641 | +57.2% | 0.00% | – |
| Q1 2023 | $1,754,814 | +153158.9% | 61,467 | +52.6% | 0.00% | – |
| Q4 2022 | $1,145 | -99.8% | 40,280 | +113.9% | 0.00% | – |
| Q3 2022 | $485,000 | -33.1% | 18,828 | -26.7% | 0.00% | – |
| Q2 2022 | $725,000 | +3.3% | 25,673 | +16.6% | 0.00% | – |
| Q1 2022 | $702,000 | -10.5% | 22,023 | -7.7% | 0.00% | – |
| Q4 2021 | $784,000 | -7.7% | 23,851 | -13.4% | 0.00% | – |
| Q3 2021 | $849,000 | +9.3% | 27,543 | +13.0% | 0.00% | – |
| Q2 2021 | $777,000 | +4.4% | 24,368 | +2.1% | 0.00% | – |
| Q1 2021 | $744,000 | +75.5% | 23,876 | +49.7% | 0.00% | – |
| Q4 2020 | $424,000 | +33.8% | 15,954 | +5.6% | 0.00% | – |
| Q3 2020 | $317,000 | -76.1% | 15,111 | -75.9% | 0.00% | – |
| Q2 2020 | $1,326,000 | +5.5% | 62,589 | -10.2% | 0.00% | – |
| Q1 2020 | $1,257,000 | -27.8% | 69,735 | +14.9% | 0.00% | – |
| Q4 2019 | $1,740,000 | +15.0% | 60,676 | +9.7% | 0.00% | – |
| Q3 2019 | $1,513,000 | +194.9% | 55,287 | +188.4% | 0.00% | – |
| Q2 2019 | $513,000 | -15.9% | 19,172 | -13.4% | 0.00% | – |
| Q1 2019 | $610,000 | +16.0% | 22,132 | +3.1% | 0.00% | – |
| Q4 2018 | $526,000 | -53.7% | 21,460 | -43.8% | 0.00% | – |
| Q3 2018 | $1,135,000 | +45.5% | 38,199 | +45.3% | 0.00% | – |
| Q2 2018 | $780,000 | +28.1% | 26,296 | +18.3% | 0.00% | – |
| Q1 2018 | $609,000 | -13.2% | 22,231 | -8.0% | 0.00% | – |
| Q4 2017 | $702,000 | +1.7% | 24,166 | +194.7% | 0.00% | – |
| Q3 2017 | $690,000 | +61.6% | 8,199 | +54.7% | 0.00% | – |
| Q2 2017 | $427,000 | +29.4% | 5,300 | +29.6% | 0.00% | – |
| Q1 2017 | $330,000 | -55.0% | 4,089 | -53.9% | 0.00% | – |
| Q4 2016 | $734,000 | +16.9% | 8,875 | +6.3% | 0.00% | – |
| Q3 2016 | $628,000 | +21.2% | 8,351 | +15.6% | 0.00% | – |
| Q2 2016 | $518,000 | +111.4% | 7,223 | +102.3% | 0.00% | – |
| Q1 2016 | $245,000 | -71.2% | 3,571 | -72.8% | 0.00% | – |
| Q4 2015 | $851,000 | +7.0% | 13,105 | +4.0% | 0.00% | – |
| Q3 2015 | $795,000 | -10.0% | 12,606 | +0.6% | 0.00% | – |
| Q2 2015 | $883,000 | -65.1% | 12,534 | -64.3% | 0.00% | -100.0% |
| Q1 2015 | $2,529,000 | -5.1% | 35,087 | -6.7% | 0.00% | 0.0% |
| Q4 2014 | $2,666,000 | -7.0% | 37,597 | -14.9% | 0.00% | 0.0% |
| Q3 2014 | $2,868,000 | -4.8% | 44,159 | +2.6% | 0.00% | 0.0% |
| Q2 2014 | $3,013,000 | +6.2% | 43,029 | +3.5% | 0.00% | 0.0% |
| Q1 2014 | $2,837,000 | +4.3% | 41,556 | +3.5% | 0.00% | 0.0% |
| Q4 2013 | $2,721,000 | +8.4% | 40,132 | +0.1% | 0.00% | 0.0% |
| Q3 2013 | $2,510,000 | +3.6% | 40,083 | -3.5% | 0.00% | 0.0% |
| Q2 2013 | $2,423,000 | – | 41,530 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 525,546 | $15,072,686,000 | 13.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 385,705 | $11,062,000 | 7.58% |
| Seneca House Advisors | 141,579 | $4,060,000 | 3.51% |
| CAPITAL WEALTH MANAGEMENT, LLC | 107,978 | $3,097,000 | 3.16% |
| Starfire Investment Advisers, Inc. | 487,852 | $13,990,000 | 2.67% |
| BCS Wealth Management | 136,192 | $3,906,000 | 2.60% |
| Opus Capital Group, LLC | 307,223 | $8,811,000 | 2.59% |
| HC FINANCIAL ADVISORS INC | 98,029 | $2,811,000 | 2.21% |
| Salomon & Ludwin, LLC | 377,364 | $10,823,000 | 2.15% |
| Stevard, LLC | 111,406 | $3,195,000 | 2.01% |