WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 59 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $201 | -3.4% | 4,650 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $208 | +1.0% | 4,650 | -2.6% | 0.03% | -3.4% |
Q1 2023 | $206 | +1.5% | 4,775 | 0.0% | 0.03% | 0.0% |
Q4 2022 | $203 | -99.9% | 4,775 | -19.0% | 0.03% | -17.1% |
Q2 2022 | $242,000 | -14.5% | 5,895 | 0.0% | 0.04% | -5.4% |
Q1 2022 | $283,000 | -12.1% | 5,895 | -5.8% | 0.04% | -14.0% |
Q4 2021 | $322,000 | +3.2% | 6,260 | -2.9% | 0.04% | -8.5% |
Q3 2021 | $312,000 | -9.3% | 6,450 | -7.5% | 0.05% | -9.6% |
Q2 2021 | $344,000 | +2.4% | 6,975 | -1.7% | 0.05% | -5.5% |
Q1 2021 | $336,000 | +10.2% | 7,095 | -9.6% | 0.06% | +7.8% |
Q4 2020 | $305,000 | +32.0% | 7,845 | +1.3% | 0.05% | +13.3% |
Q3 2020 | $231,000 | +5.0% | 7,745 | 0.0% | 0.04% | 0.0% |
Q2 2020 | $220,000 | -27.6% | 7,745 | -1.9% | 0.04% | -25.0% |
Q4 2019 | $304,000 | +7.8% | 7,895 | -0.3% | 0.06% | 0.0% |
Q3 2019 | $282,000 | +0.4% | 7,920 | +1.0% | 0.06% | -6.2% |
Q2 2019 | $281,000 | +2.9% | 7,845 | +3.8% | 0.06% | +1.6% |
Q1 2019 | $273,000 | +6.2% | 7,560 | -5.6% | 0.06% | -6.0% |
Q4 2018 | $257,000 | -21.4% | 8,010 | -2.3% | 0.07% | -10.7% |
Q3 2018 | $327,000 | +5.5% | 8,200 | +2.5% | 0.08% | 0.0% |
Q2 2018 | $310,000 | +8.4% | 8,000 | 0.0% | 0.08% | +13.6% |
Q1 2018 | $286,000 | -1.7% | 8,000 | -0.6% | 0.07% | 0.0% |
Q4 2017 | $291,000 | +1.7% | 8,045 | -1.7% | 0.07% | -2.9% |
Q3 2017 | $286,000 | +3.6% | 8,180 | -2.7% | 0.07% | -2.9% |
Q2 2017 | $276,000 | -2.8% | 8,405 | -4.6% | 0.07% | -4.1% |
Q1 2017 | $284,000 | -7.2% | 8,810 | +181.3% | 0.07% | -14.1% |
Q4 2016 | $306,000 | +13.8% | 3,132 | -3.8% | 0.08% | -2.3% |
Q3 2016 | $269,000 | -4.9% | 3,256 | -9.0% | 0.09% | +6.1% |
Q2 2016 | $283,000 | -0.7% | 3,577 | -3.4% | 0.08% | -8.9% |
Q1 2016 | $285,000 | -3.1% | 3,702 | -4.5% | 0.09% | -13.5% |
Q4 2015 | $294,000 | -45.1% | 3,877 | -46.8% | 0.10% | -46.1% |
Q3 2015 | $536,000 | -7.3% | 7,286 | +6.8% | 0.19% | 0.0% |
Q2 2015 | $578,000 | +10.9% | 6,821 | +10.5% | 0.19% | +10.9% |
Q1 2015 | $521,000 | +62.3% | 6,171 | +59.2% | 0.17% | +62.6% |
Q4 2014 | $321,000 | +18.0% | 3,876 | +8.2% | 0.11% | +20.2% |
Q3 2014 | $272,000 | +1.1% | 3,581 | +10.0% | 0.09% | +2.3% |
Q2 2014 | $269,000 | +13.5% | 3,256 | +11.9% | 0.09% | +4.8% |
Q1 2014 | $237,000 | – | 2,910 | – | 0.08% | – |
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% |