WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 84 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $231,000 | -6.9% | 4,814 | -0.4% | 0.06% | -5.9% |
| Q4 2021 | $248,000 | +3.3% | 4,831 | -2.5% | 0.07% | -4.2% |
| Q3 2021 | $240,000 | -8.7% | 4,953 | -6.8% | 0.07% | -10.1% |
| Q2 2021 | $263,000 | -2.2% | 5,312 | -6.4% | 0.08% | -7.1% |
| Q1 2021 | $269,000 | +17.0% | 5,674 | -3.9% | 0.08% | +4.9% |
| Q4 2020 | $230,000 | +11.1% | 5,907 | -14.7% | 0.08% | +1.2% |
| Q3 2020 | $207,000 | -1.4% | 6,928 | -6.6% | 0.08% | -10.1% |
| Q2 2020 | $210,000 | -22.8% | 7,414 | +4.8% | 0.09% | -11.0% |
| Q4 2019 | $272,000 | +7.9% | 7,076 | 0.0% | 0.10% | +1.0% |
| Q3 2019 | $252,000 | +0.4% | 7,076 | +1.0% | 0.10% | +1.0% |
| Q2 2019 | $251,000 | +18.4% | 7,007 | +19.6% | 0.10% | +18.1% |
| Q1 2019 | $212,000 | -11.3% | 5,858 | -2.5% | 0.08% | -8.8% |
| Q3 2018 | $239,000 | -0.8% | 6,009 | -3.3% | 0.09% | -7.1% |
| Q2 2018 | $241,000 | +7.6% | 6,211 | -1.0% | 0.10% | +10.1% |
| Q1 2018 | $224,000 | -2.2% | 6,271 | -1.1% | 0.09% | +6.0% |
| Q4 2017 | $229,000 | – | 6,339 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 976,317 | $34,142,000 | 8.12% |
| SVA Wealth Management, LLC | 883,642 | $30,901,000 | 3.82% |
| TMD & ASSOCIATES, INC | 90,775 | $3,174,000 | 2.94% |
| Linscomb Wealth, Inc. | 539,960 | $18,882,000 | 1.62% |
| Kelman-Lazarov, Inc. | 80,114 | $2,802,000 | 1.48% |
| CUTLER INVESTMENT COUNSEL LLC | 141,165 | $4,937,000 | 1.15% |
| CULBERTSON A N & CO INC | 64,277 | $2,248,000 | 0.69% |
| Clearwater Capital Advisors, LLC | 60,007 | $2,113,000 | 0.49% |
| MOLLER WEALTH PARTNERS | 18,699 | $654,000 | 0.25% |
| Covenant Asset Management, LLC | 10,045 | $351,000 | 0.21% |