LVM CAPITAL MANAGEMENT LTD/MI - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 97 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LVM CAPITAL MANAGEMENT LTD/MI ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$201
-3.4%
4,6500.0%0.03%0.0%
Q2 2023$208
+1.0%
4,650
-2.6%
0.03%
-3.4%
Q1 2023$206
+1.5%
4,7750.0%0.03%0.0%
Q4 2022$203
-99.9%
4,775
-19.0%
0.03%
-17.1%
Q2 2022$242,000
-14.5%
5,8950.0%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%
7,7450.0%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%
8,0000.0%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$237,0002,9100.08%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 450,142$13,446,0003.74%
Forefront Analytics, LLC 175,807$5,253,0002.45%
PSI Advisors, LLC 72,466$2,164,0001.65%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 100,353$2,998,0001.55%
Savant Capital, LLC 599,055$17,894,0001.22%
9258 Wealth Management, LLC 96,365$2,959,0001.12%
Linscomb & Williams, Inc. 494,862$14,782,0001.02%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 37,310$1,114,0000.90%
ACG Wealth 180,171$5,382,0000.81%
Tennessee Valley Asset Management Partners 44,382$1,326,0000.78%
View complete list of WISDOMTREE TR shareholders