WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 138 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,176,000 | -55.7% | 68,403 | -50.5% | 0.01% | -58.8% |
| Q3 2019 | $4,915,000 | -49.1% | 138,065 | -48.7% | 0.03% | -51.4% |
| Q2 2019 | $9,647,000 | -4.2% | 268,898 | -3.5% | 0.07% | -9.1% |
| Q1 2019 | $10,066,000 | +126.0% | 278,780 | +100.5% | 0.08% | +92.5% |
| Q4 2018 | $4,454,000 | -19.1% | 139,017 | +0.6% | 0.04% | -13.0% |
| Q3 2018 | $5,505,000 | +14.7% | 138,178 | +2.9% | 0.05% | +2.2% |
| Q2 2018 | $4,799,000 | 0.0% | 134,310 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $4,799,000 | +8.1% | 134,310 | +9.5% | 0.04% | +7.1% |
| Q4 2017 | $4,441,000 | +8.2% | 122,623 | +4.5% | 0.04% | -6.7% |
| Q3 2017 | $4,106,000 | +8.5% | 117,379 | +1.8% | 0.04% | +2.3% |
| Q2 2017 | $3,786,000 | +20.3% | 115,310 | +18.0% | 0.04% | +10.0% |
| Q1 2017 | $3,147,000 | +5.9% | 97,714 | +220.8% | 0.04% | -2.4% |
| Q4 2016 | $2,973,000 | +30.4% | 30,462 | +13.5% | 0.04% | +20.6% |
| Q3 2016 | $2,280,000 | +14.6% | 26,840 | +6.5% | 0.03% | +6.2% |
| Q2 2016 | $1,990,000 | +70.1% | 25,195 | +65.6% | 0.03% | +52.4% |
| Q1 2016 | $1,170,000 | +42.9% | 15,215 | +40.7% | 0.02% | +40.0% |
| Q4 2015 | $819,000 | -8.0% | 10,810 | -10.8% | 0.02% | -16.7% |
| Q3 2015 | $890,000 | -11.9% | 12,115 | +1.6% | 0.02% | -5.3% |
| Q2 2015 | $1,010,000 | -2.7% | 11,925 | -3.0% | 0.02% | -5.0% |
| Q1 2015 | $1,038,000 | +26.4% | 12,288 | +23.7% | 0.02% | +11.1% |
| Q4 2014 | $821,000 | -32.6% | 9,932 | -38.0% | 0.02% | -45.5% |
| Q3 2014 | $1,219,000 | +7.3% | 16,020 | +16.5% | 0.03% | +6.5% |
| Q2 2014 | $1,136,000 | +26.9% | 13,746 | +25.3% | 0.03% | +19.2% |
| Q1 2014 | $895,000 | +5.2% | 10,972 | +5.2% | 0.03% | 0.0% |
| Q4 2013 | $851,000 | +44.5% | 10,425 | +31.0% | 0.03% | +30.0% |
| Q3 2013 | $589,000 | +91.9% | 7,961 | +73.0% | 0.02% | +81.8% |
| Q2 2013 | $307,000 | – | 4,601 | – | 0.01% | – |
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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% |