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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $3,895,000 | +102.4% | 142,150 | +114.6% | 0.23% | +107.1% |
| Q4 2017 | $1,924,000 | -68.2% | 66,245 | -8.0% | 0.11% | -69.5% |
| Q3 2017 | $6,051,000 | -1.2% | 72,015 | -5.4% | 0.37% | -3.1% |
| Q2 2017 | $6,124,000 | +4.6% | 76,088 | +4.8% | 0.38% | -0.3% |
| Q1 2017 | $5,854,000 | -8.2% | 72,615 | -5.8% | 0.38% | -13.7% |
| Q4 2016 | $6,376,000 | – | 77,085 | – | 0.44% | – |
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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% |