WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 70 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,220,000 | +18.8% | 120,635 | +23.1% | 0.00% | 0.0% |
| Q2 2023 | $4,393,000 | -15.9% | 98,014 | -18.9% | 0.00% | 0.0% |
| Q1 2023 | $5,221,000 | -22.0% | 120,820 | -23.1% | 0.00% | -50.0% |
| Q4 2022 | $6,693,000 | +20.9% | 157,150 | +11.2% | 0.00% | 0.0% |
| Q3 2022 | $5,536,000 | -4.8% | 141,360 | -0.1% | 0.00% | 0.0% |
| Q2 2022 | $5,816,000 | -13.8% | 141,437 | +0.6% | 0.00% | 0.0% |
| Q1 2022 | $6,744,000 | +71.7% | 140,603 | +84.0% | 0.00% | +100.0% |
| Q4 2021 | $3,927,000 | +1.9% | 76,409 | -4.2% | 0.00% | 0.0% |
| Q3 2021 | $3,855,000 | -6.7% | 79,780 | -4.7% | 0.00% | 0.0% |
| Q2 2021 | $4,134,000 | +23.3% | 83,693 | +18.3% | 0.00% | 0.0% |
| Q1 2021 | $3,354,000 | -13.6% | 70,775 | -29.1% | 0.00% | 0.0% |
| Q4 2020 | $3,884,000 | +13.3% | 99,789 | -13.1% | 0.00% | 0.0% |
| Q3 2020 | $3,429,000 | -8.1% | 114,806 | -12.7% | 0.00% | 0.0% |
| Q2 2020 | $3,730,000 | +76.9% | 131,439 | +39.2% | 0.00% | 0.0% |
| Q1 2020 | $2,109,000 | -62.1% | 94,419 | -34.8% | 0.00% | -50.0% |
| Q4 2019 | $5,569,000 | +5.0% | 144,836 | -2.8% | 0.00% | 0.0% |
| Q3 2019 | $5,306,000 | +3.7% | 149,051 | +4.5% | 0.00% | 0.0% |
| Q2 2019 | $5,117,000 | -8.5% | 142,632 | -8.0% | 0.00% | 0.0% |
| Q1 2019 | $5,594,000 | +8.3% | 154,954 | -3.9% | 0.00% | 0.0% |
| Q4 2018 | $5,167,000 | -12.0% | 161,268 | +9.4% | 0.00% | 0.0% |
| Q3 2018 | $5,871,000 | +4.0% | 147,353 | +1.0% | 0.00% | -33.3% |
| Q2 2018 | $5,643,000 | +12.0% | 145,858 | +3.4% | 0.00% | +50.0% |
| Q1 2018 | $5,039,000 | +39.5% | 141,020 | +41.4% | 0.00% | 0.0% |
| Q4 2017 | $3,612,000 | +34.8% | 99,727 | +30.2% | 0.00% | +100.0% |
| Q3 2017 | $2,679,000 | +6.1% | 76,623 | -0.3% | 0.00% | 0.0% |
| Q2 2017 | $2,524,000 | +2.4% | 76,817 | +0.4% | 0.00% | 0.0% |
| Q1 2017 | $2,464,000 | +43.8% | 76,504 | +335.7% | 0.00% | 0.0% |
| Q4 2016 | $1,714,000 | +83.5% | 17,559 | +59.7% | 0.00% | 0.0% |
| Q3 2016 | $934,000 | -10.8% | 10,995 | -17.1% | 0.00% | 0.0% |
| Q2 2016 | $1,047,000 | +2.4% | 13,262 | -0.1% | 0.00% | 0.0% |
| Q1 2016 | $1,022,000 | -42.0% | 13,281 | -42.9% | 0.00% | 0.0% |
| Q4 2015 | $1,761,000 | +78.2% | 23,246 | +72.9% | 0.00% | 0.0% |
| Q3 2015 | $988,000 | -11.1% | 13,447 | +2.5% | 0.00% | 0.0% |
| Q2 2015 | $1,111,000 | -20.0% | 13,115 | -20.1% | 0.00% | 0.0% |
| Q1 2015 | $1,388,000 | -19.5% | 16,415 | -21.3% | 0.00% | 0.0% |
| Q4 2014 | $1,724,000 | -36.5% | 20,856 | -41.6% | 0.00% | -50.0% |
| Q3 2014 | $2,716,000 | +70.8% | 35,706 | +85.5% | 0.00% | +100.0% |
| Q2 2014 | $1,590,000 | -7.6% | 19,248 | -8.8% | 0.00% | 0.0% |
| Q1 2014 | $1,721,000 | -64.0% | 21,095 | -64.0% | 0.00% | -66.7% |
| Q4 2013 | $4,781,000 | +358.8% | 58,563 | +315.7% | 0.00% | +200.0% |
| Q3 2013 | $1,042,000 | +19.9% | 14,087 | +8.3% | 0.00% | 0.0% |
| Q2 2013 | $869,000 | – | 13,005 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 273,506 | $11,834,584 | 8.57% |
| Kathleen S. Wright Associates Inc. | 160,776 | $6,955,685 | 3.89% |
| 3D/L Capital Management, LLC | 201,526 | $8,720,035 | 2.83% |
| HERBST GROUP, LLC | 42,394 | $1,834,388 | 1.31% |
| INVENIO WEALTH PARTNERS LLC | 28,983 | $1,254,094 | 1.14% |
| Forefront Analytics, LLC | 33,175 | $1,435,485 | 0.81% |
| HOWARD WEALTH MANAGEMENT, LLC | 19,655 | $850,472 | 0.78% |
| 9258 Wealth Management, LLC | 86,647 | $3,749,216 | 0.73% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 57,638 | $2,494 | 0.62% |
| Linscomb & Williams, Inc. | 241,714 | $10,458,970 | 0.61% |