WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 178 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 1.98 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,269 | +26.9% | 45 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | -99.2% | 45 | -99.3% | 0.00% | -100.0% |
| Q1 2020 | $118,000 | -86.7% | 6,544 | -78.8% | 0.01% | -84.4% |
| Q4 2019 | $887,000 | +4.8% | 30,914 | 0.0% | 0.04% | -6.2% |
| Q3 2019 | $846,000 | +2.1% | 30,914 | 0.0% | 0.05% | +2.1% |
| Q2 2019 | $829,000 | -3.2% | 30,914 | -0.5% | 0.05% | -7.8% |
| Q1 2019 | $856,000 | +11.9% | 31,057 | -0.5% | 0.05% | 0.0% |
| Q4 2018 | $765,000 | -41.9% | 31,207 | -29.6% | 0.05% | -33.8% |
| Q3 2018 | $1,317,000 | -9.4% | 44,343 | -9.5% | 0.08% | -17.2% |
| Q2 2018 | $1,453,000 | -18.4% | 49,003 | -24.6% | 0.09% | -17.7% |
| Q1 2018 | $1,781,000 | -14.9% | 65,026 | -9.7% | 0.11% | -11.0% |
| Q4 2017 | $2,093,000 | -9.6% | 72,050 | +161.5% | 0.13% | -15.3% |
| Q3 2017 | $2,315,000 | -63.5% | 27,552 | -65.1% | 0.15% | -64.2% |
| Q2 2017 | $6,345,000 | -2.0% | 78,850 | -1.8% | 0.42% | -2.8% |
| Q1 2017 | $6,473,000 | +17.4% | 80,290 | +20.5% | 0.43% | +13.4% |
| Q4 2016 | $5,514,000 | +13.2% | 66,658 | +2.9% | 0.38% | +7.0% |
| Q3 2016 | $4,871,000 | +103.6% | 64,760 | +94.0% | 0.36% | +98.3% |
| Q2 2016 | $2,392,000 | +571.9% | 33,382 | +543.0% | 0.18% | +539.3% |
| Q1 2016 | $356,000 | +158.0% | 5,192 | +144.0% | 0.03% | +154.5% |
| Q4 2015 | $138,000 | +11.3% | 2,128 | +8.5% | 0.01% | 0.0% |
| Q3 2015 | $124,000 | – | 1,962 | – | 0.01% | – |
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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% |