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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $964,000 | +3.0% | 11,473 | -1.3% | 0.12% | -0.8% |
| Q2 2017 | $936,000 | +1.4% | 11,627 | +1.5% | 0.12% | -4.0% |
| Q1 2017 | $923,000 | -6.2% | 11,455 | -3.7% | 0.13% | -11.9% |
| Q4 2016 | $984,000 | +10.3% | 11,896 | +0.2% | 0.14% | +6.7% |
| Q3 2016 | $892,000 | +219.7% | 11,867 | +204.9% | 0.13% | +197.8% |
| Q2 2016 | $279,000 | +5.7% | 3,892 | +1.5% | 0.04% | +4.7% |
| Q1 2016 | $264,000 | +6.0% | 3,836 | 0.0% | 0.04% | +10.3% |
| Q4 2015 | $249,000 | +2.9% | 3,836 | 0.0% | 0.04% | -2.5% |
| Q3 2015 | $242,000 | -10.4% | 3,836 | 0.0% | 0.04% | -2.4% |
| Q2 2015 | $270,000 | -2.2% | 3,836 | 0.0% | 0.04% | -2.4% |
| Q1 2015 | $276,000 | +8.2% | 3,836 | +6.6% | 0.04% | +7.7% |
| Q4 2014 | $255,000 | – | 3,600 | – | 0.04% | – |
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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% |