WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 233 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.24 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $1,027,000 | +21.5% | 37,857 | +23.4% | 0.12% | +23.2% |
| Q1 2019 | $845,000 | +12.5% | 30,673 | +0.2% | 0.10% | +2.2% |
| Q4 2018 | $751,000 | -15.4% | 30,610 | +2.5% | 0.09% | +1.1% |
| Q3 2018 | $888,000 | +2.1% | 29,877 | +1.9% | 0.09% | -2.1% |
| Q2 2018 | $870,000 | +27.2% | 29,322 | +17.6% | 0.09% | +25.3% |
| Q1 2018 | $684,000 | +7.4% | 24,942 | +13.8% | 0.08% | +8.7% |
| Q4 2017 | $637,000 | +22.5% | 21,927 | +254.9% | 0.07% | +19.0% |
| Q3 2017 | $520,000 | +6.6% | 6,179 | +1.9% | 0.06% | +9.4% |
| Q2 2017 | $488,000 | – | 6,064 | – | 0.05% | – |
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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% |