WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 113 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $247,291 | -5.7% | 5,247 | +0.3% | 0.05% | 0.0% |
Q1 2024 | $262,128 | +0.2% | 5,230 | -0.4% | 0.05% | -2.0% |
Q4 2023 | $261,555 | +13.8% | 5,250 | -1.2% | 0.05% | -1.9% |
Q3 2023 | $229,894 | -3.4% | 5,313 | 0.0% | 0.05% | +2.0% |
Q2 2023 | $238,076 | +3.7% | 5,313 | +0.1% | 0.05% | -3.8% |
Q1 2023 | $229,498 | +1.0% | 5,310 | -0.5% | 0.05% | -5.4% |
Q4 2022 | $227,218 | -26.9% | 5,335 | -32.7% | 0.06% | -36.4% |
Q3 2022 | $311,000 | +32.3% | 7,930 | +61.5% | 0.09% | +76.0% |
Q1 2022 | $235,000 | -6.7% | 4,910 | 0.0% | 0.05% | -3.8% |
Q4 2021 | $252,000 | +26.0% | 4,910 | -5.7% | 0.05% | +2.0% |
Q4 2019 | $200,000 | – | 5,206 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
3D ASSET MANAGEMENT, INC | 450,142 | $13,446,000 | 3.74% |
Forefront Analytics, LLC | 175,807 | $5,253,000 | 2.45% |
PSI Advisors, LLC | 72,466 | $2,164,000 | 1.65% |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 100,353 | $2,998,000 | 1.55% |
Savant Capital, LLC | 599,055 | $17,894,000 | 1.22% |
9258 Wealth Management, LLC | 96,365 | $2,959,000 | 1.12% |
Linscomb Wealth, Inc. | 494,862 | $14,782,000 | 1.02% |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 37,310 | $1,114,000 | 0.90% |
ACG Wealth | 180,171 | $5,382,000 | 0.81% |
Tennessee Valley Asset Management Partners | 44,382 | $1,326,000 | 0.78% |