WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 196 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is 0.51 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $10,000 | -77.8% | 326 | -80.1% | 0.00% | – |
| Q1 2018 | $45,000 | -6.2% | 1,638 | +0.1% | 0.00% | – |
| Q4 2017 | $48,000 | +71.4% | 1,637 | +384.3% | 0.00% | – |
| Q3 2017 | $28,000 | -44.0% | 338 | -45.5% | 0.00% | – |
| Q2 2017 | $50,000 | +85.2% | 620 | +81.8% | 0.00% | – |
| Q1 2017 | $27,000 | -3.6% | 341 | +0.9% | 0.00% | – |
| Q4 2016 | $28,000 | -15.2% | 338 | -22.7% | 0.00% | – |
| Q3 2016 | $33,000 | 0.0% | 437 | -16.0% | 0.00% | – |
| Q3 2015 | $33,000 | -8.3% | 520 | +0.8% | 0.00% | – |
| Q2 2015 | $36,000 | -2.7% | 516 | +0.8% | 0.00% | – |
| Q1 2015 | $37,000 | – | 512 | – | 0.00% | – |
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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% |