WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 131 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 5.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,017,138 | -0.7% | 213,376 | +1.4% | 0.01% | 0.0% |
| Q2 2023 | $6,058,086 | +19.6% | 210,428 | +18.6% | 0.01% | +14.3% |
| Q1 2023 | $5,065,337 | +1.6% | 177,366 | +1.2% | 0.01% | 0.0% |
| Q4 2022 | $4,984,049 | +83.2% | 175,254 | +65.9% | 0.01% | +75.0% |
| Q3 2022 | $2,720,000 | -1.7% | 105,647 | +7.8% | 0.00% | 0.0% |
| Q2 2022 | $2,766,000 | -4.6% | 98,027 | +7.7% | 0.00% | 0.0% |
| Q1 2022 | $2,900,000 | +10.0% | 91,007 | +13.4% | 0.00% | +33.3% |
| Q4 2021 | $2,636,000 | +8.7% | 80,226 | +2.0% | 0.00% | -25.0% |
| Q3 2021 | $2,425,000 | -10.5% | 78,642 | -7.4% | 0.00% | 0.0% |
| Q2 2021 | $2,708,000 | +4.3% | 84,956 | +1.9% | 0.00% | 0.0% |
| Q1 2021 | $2,597,000 | +43.9% | 83,400 | +22.9% | 0.00% | +33.3% |
| Q4 2020 | $1,805,000 | +41.3% | 67,873 | +12.0% | 0.00% | 0.0% |
| Q3 2020 | $1,277,000 | -9.6% | 60,588 | -9.2% | 0.00% | 0.0% |
| Q2 2020 | $1,413,000 | +7.9% | 66,745 | -8.3% | 0.00% | -25.0% |
| Q1 2020 | $1,310,000 | -59.2% | 72,749 | -34.9% | 0.00% | -42.9% |
| Q4 2019 | $3,209,000 | +22.2% | 111,793 | +16.4% | 0.01% | 0.0% |
| Q3 2019 | $2,625,000 | +10.7% | 96,008 | +9.8% | 0.01% | +16.7% |
| Q2 2019 | $2,371,000 | +21.7% | 87,449 | +23.2% | 0.01% | 0.0% |
| Q1 2019 | $1,949,000 | +60.0% | 71,001 | +43.0% | 0.01% | +50.0% |
| Q4 2018 | $1,218,000 | -22.5% | 49,643 | -5.9% | 0.00% | -20.0% |
| Q3 2018 | $1,571,000 | +6.0% | 52,783 | +5.6% | 0.01% | 0.0% |
| Q2 2018 | $1,482,000 | +10.4% | 49,987 | +1.9% | 0.01% | +25.0% |
| Q1 2018 | $1,342,000 | +27.9% | 49,066 | +35.6% | 0.00% | +33.3% |
| Q4 2017 | $1,049,000 | +9.7% | 36,177 | +218.2% | 0.00% | 0.0% |
| Q3 2017 | $956,000 | -20.0% | 11,368 | -23.3% | 0.00% | -25.0% |
| Q2 2017 | $1,195,000 | +16.0% | 14,827 | +15.7% | 0.00% | 0.0% |
| Q1 2017 | $1,030,000 | -23.6% | 12,811 | -21.3% | 0.00% | -33.3% |
| Q4 2016 | $1,348,000 | +9.1% | 16,281 | -0.8% | 0.01% | 0.0% |
| Q3 2016 | $1,236,000 | +8.0% | 16,410 | +2.9% | 0.01% | +20.0% |
| Q2 2016 | $1,144,000 | +23.1% | 15,946 | +18.0% | 0.01% | 0.0% |
| Q1 2016 | $929,000 | -46.2% | 13,513 | -49.2% | 0.01% | -44.4% |
| Q4 2015 | $1,728,000 | +48.2% | 26,610 | +43.7% | 0.01% | +28.6% |
| Q3 2015 | $1,166,000 | -60.5% | 18,513 | -55.9% | 0.01% | -12.5% |
| Q2 2015 | $2,952,000 | +92.3% | 41,950 | +97.0% | 0.01% | 0.0% |
| Q1 2015 | $1,535,000 | +393.6% | 21,293 | +385.7% | 0.01% | +300.0% |
| Q4 2014 | $311,000 | -1.0% | 4,384 | -9.4% | 0.00% | -33.3% |
| Q3 2014 | $314,000 | -2.8% | 4,839 | +4.9% | 0.00% | 0.0% |
| Q2 2014 | $323,000 | -88.6% | 4,614 | -88.9% | 0.00% | -88.9% |
| Q1 2014 | $2,838,000 | – | 41,575 | – | 0.03% | – |
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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% |