BANK OF MONTREAL /CAN/ - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 188 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$454,662
+0.4%
15,651
+0.0%
0.00%
Q2 2023$452,816
+5.9%
15,647
+4.3%
0.00%
Q4 2022$427,685
+3.1%
15,006
+1.6%
0.00%
Q3 2022$415,000
-10.6%
14,776
-8.0%
0.00%
Q2 2022$464,000
-12.6%
16,066
-2.0%
0.00%
Q1 2022$531,000
+6.0%
16,392
+8.1%
0.00%
Q4 2021$501,000
+3.3%
15,166
+0.0%
0.00%
Q3 2021$485,000
-0.2%
15,159
-0.3%
0.00%
Q2 2021$486,000
+2937.5%
15,197
+2816.9%
0.00%
Q1 2021$16,000
-5.9%
521
-13.0%
0.00%
Q4 2020$17,000
+30.8%
599
+1.0%
0.00%
Q3 2020$13,000
+8.3%
593
+1.0%
0.00%
Q2 2020$12,000
+20.0%
587
+0.7%
0.00%
Q1 2020$10,000
-61.5%
583
-35.6%
0.00%
Q4 2019$26,000
+4.0%
905
+0.8%
0.00%
Q3 2019$25,000
-94.9%
898
-95.0%
0.00%
Q2 2019$486,000
-10.8%
17,925
-9.4%
0.00%
Q1 2019$545,000
+12.4%
19,782
+0.0%
0.00%
Q4 2018$485,000
-17.5%
19,779
+0.0%
0.00%
Q3 2018$588,000
+0.3%
19,773
+0.0%
0.00%
Q2 2018$586,000
+8.1%
19,768
+0.0%
0.00%
Q1 2018$542,000
+4.8%
19,766
+11.1%
0.00%
Q4 2017$517,000
+13.9%
17,795
+229.2%
0.00%
Q3 2017$454,000
+4.4%
5,405
+0.0%
0.00%
Q2 2017$435,000
-24.3%
5,404
-24.3%
0.00%
-100.0%
Q1 2017$575,000
+15.2%
7,138
+14.6%
0.00%0.0%
Q4 2016$499,000
+2.7%
6,231
-3.6%
0.00%0.0%
Q3 2016$486,000
-45.0%
6,462
-47.6%
0.00%0.0%
Q2 2016$884,000
+165.5%
12,336
+154.5%
0.00%
Q1 2016$333,000
-8.0%
4,848
-13.0%
0.00%
Q4 2015$362,000
-22.0%
5,572
-24.3%
0.00%
-100.0%
Q3 2015$464,000
-5.3%
7,361
+5.9%
0.00%0.0%
Q2 2015$490,000
-12.7%
6,950
-10.6%
0.00%0.0%
Q1 2015$561,000
+92.1%
7,778
+88.8%
0.00%
Q4 2014$292,000
+9.0%
4,119
+0.0%
0.00%
Q3 2014$268,000
-7.9%
4,117
-0.9%
0.00%
Q2 2014$291,000
+11.1%
4,155
+8.4%
0.00%
Q1 2014$262,000
+0.8%
3,832
+0.0%
0.00%
Q4 2013$260,000
-42.5%
3,831
-46.9%
0.00%
-100.0%
Q3 2013$452,000
+13.6%
7,209
+5.9%
0.00%0.0%
Q2 2013$398,0006,8090.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 525,546$15,072,686,00013.60%
EisnerAmper Wealth Management Corporate Benefits, LLC 385,705$11,062,0007.58%
Seneca House Advisors 141,579$4,060,0003.51%
CAPITAL WEALTH MANAGEMENT, LLC 107,978$3,097,0003.16%
Starfire Investment Advisers, Inc. 487,852$13,990,0002.67%
BCS Wealth Management 136,192$3,906,0002.60%
Opus Capital Group, LLC 307,223$8,811,0002.59%
HC FINANCIAL ADVISORS INC 98,029$2,811,0002.21%
Salomon & Ludwin, LLC 377,364$10,823,0002.15%
Stevard, LLC 111,406$3,195,0002.01%
View complete list of WISDOMTREE TR shareholders