WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 157 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.73 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $52,194,372 | +1.4% | 1,850,864 | +3.6% | 0.01% | +20.0% |
Q2 2023 | $51,458,949 | -35.6% | 1,787,390 | -36.1% | 0.01% | -37.5% |
Q1 2023 | $79,912,274 | +7.0% | 2,798,049 | +6.5% | 0.01% | -11.1% |
Q4 2022 | $74,688,926 | +20.1% | 2,626,193 | +8.7% | 0.01% | +28.6% |
Q3 2022 | $62,201,000 | +35.4% | 2,416,516 | +48.4% | 0.01% | +40.0% |
Q2 2022 | $45,950,000 | -13.0% | 1,628,285 | -1.7% | 0.01% | 0.0% |
Q1 2022 | $52,802,000 | +0.4% | 1,656,785 | +3.5% | 0.01% | 0.0% |
Q4 2021 | $52,578,000 | +13.9% | 1,600,077 | +6.9% | 0.01% | 0.0% |
Q3 2021 | $46,160,000 | -4.8% | 1,497,228 | -1.6% | 0.01% | 0.0% |
Q2 2021 | $48,512,000 | +5.0% | 1,521,246 | +2.6% | 0.01% | 0.0% |
Q1 2021 | $46,182,000 | +49.2% | 1,482,573 | +27.4% | 0.01% | +25.0% |
Q4 2020 | $30,956,000 | +27.9% | 1,163,749 | +1.4% | 0.00% | +33.3% |
Q3 2020 | $24,204,000 | -1.2% | 1,148,183 | -0.7% | 0.00% | -25.0% |
Q2 2020 | $24,489,000 | -28.5% | 1,156,262 | -39.2% | 0.00% | -33.3% |
Q1 2020 | $34,251,000 | -34.6% | 1,900,709 | +4.1% | 0.01% | -25.0% |
Q4 2019 | $52,391,000 | -0.1% | 1,826,715 | -4.6% | 0.01% | 0.0% |
Q3 2019 | $52,430,000 | +0.3% | 1,915,609 | -0.7% | 0.01% | 0.0% |
Q2 2019 | $52,274,000 | +16.6% | 1,928,234 | +18.5% | 0.01% | +14.3% |
Q1 2019 | $44,822,000 | +55.1% | 1,627,517 | +38.1% | 0.01% | +40.0% |
Q4 2018 | $28,905,000 | -32.2% | 1,178,377 | -17.9% | 0.01% | -28.6% |
Q3 2018 | $42,639,000 | -4.0% | 1,435,185 | -4.2% | 0.01% | 0.0% |
Q2 2018 | $44,419,000 | +10.0% | 1,498,079 | +1.7% | 0.01% | 0.0% |
Q1 2018 | $40,371,000 | -29.0% | 1,473,394 | -24.7% | 0.01% | -30.0% |
Q4 2017 | $56,838,000 | +0.1% | 1,956,567 | +189.7% | 0.01% | +11.1% |
Q3 2017 | $56,756,000 | +20.8% | 675,427 | +15.7% | 0.01% | 0.0% |
Q2 2017 | $46,977,000 | +18.7% | 583,714 | +18.9% | 0.01% | +12.5% |
Q1 2017 | $39,571,000 | +8.6% | 490,833 | +11.4% | 0.01% | 0.0% |
Q4 2016 | $36,451,000 | +33.8% | 440,659 | +21.6% | 0.01% | +33.3% |
Q3 2016 | $27,253,000 | +15.5% | 362,365 | +10.1% | 0.01% | +20.0% |
Q2 2016 | $23,594,000 | +10.4% | 329,245 | +5.9% | 0.01% | 0.0% |
Q1 2016 | $21,370,000 | -0.0% | 310,980 | -5.5% | 0.01% | 0.0% |
Q4 2015 | $21,372,000 | -0.6% | 329,146 | -3.6% | 0.01% | 0.0% |
Q3 2015 | $21,511,000 | -19.0% | 341,435 | -9.5% | 0.01% | -44.4% |
Q2 2015 | $26,566,000 | -1.8% | 377,151 | +0.5% | 0.01% | 0.0% |
Q1 2015 | $27,053,000 | +16.3% | 375,315 | +14.4% | 0.01% | +12.5% |
Q4 2014 | $23,261,000 | +7.9% | 327,989 | -1.2% | 0.01% | +14.3% |
Q3 2014 | $21,548,000 | -13.5% | 331,818 | -6.7% | 0.01% | -12.5% |
Q2 2014 | $24,901,000 | -15.9% | 355,576 | -18.0% | 0.01% | -27.3% |
Q1 2014 | $29,617,000 | -9.9% | 433,882 | -10.6% | 0.01% | -8.3% |
Q4 2013 | $32,884,000 | +8.0% | 485,104 | -0.2% | 0.01% | 0.0% |
Q3 2013 | $30,456,000 | +13.7% | 486,286 | +5.9% | 0.01% | +9.1% |
Q2 2013 | $26,789,000 | – | 459,109 | – | 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% |