WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 112 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 | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
Shore Point Advisors, LLC | 194,984 | $10,022,000 | 8.34% |
Kathleen S. Wright Associates Inc. | 177,299 | $9,113,000 | 6.70% |
3D/L Capital Management, LLC | 303,036 | $15,576,000 | 3.64% |
BlackDiamond Wealth Management, LLC | 40,294 | $2,071,000 | 2.38% |
Forefront Analytics, LLC | 111,972 | $5,755,000 | 1.93% |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 101,462 | $5,215,000 | 1.59% |
HERBST GROUP, LLC | 46,634 | $2,397,000 | 1.48% |
PSI Advisors, LLC | 66,953 | $3,442,000 | 1.40% |
9258 Wealth Management, LLC | 92,840 | $4,772,000 | 1.09% |
Linscomb Wealth, Inc. | 369,688 | $19,002,000 | 0.91% |