WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 113 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,494 | -42.8% | 57,638 | -40.7% | 0.62% | -39.5% |
| Q2 2023 | $4,357 | +4.1% | 97,234 | +0.4% | 1.02% | -2.8% |
| Q1 2023 | $4,185 | -1.7% | 96,825 | -3.2% | 1.05% | -7.2% |
| Q4 2022 | $4,259 | -99.9% | 99,989 | -2.1% | 1.13% | -31.1% |
| Q3 2022 | $4,002,000 | -4.4% | 102,180 | +0.4% | 1.64% | +1.5% |
| Q2 2022 | $4,186,000 | -15.0% | 101,810 | -0.8% | 1.62% | -0.9% |
| Q1 2022 | $4,924,000 | -5.6% | 102,675 | +1.2% | 1.63% | +2.8% |
| Q4 2021 | $5,215,000 | +7.1% | 101,462 | +0.7% | 1.59% | -1.7% |
| Q3 2021 | $4,870,000 | -1.5% | 100,757 | +0.6% | 1.62% | +0.2% |
| Q2 2021 | $4,945,000 | +1.6% | 100,112 | -2.5% | 1.61% | -22.6% |
| Q1 2021 | $4,867,000 | +23.1% | 102,730 | +1.2% | 2.08% | +14.3% |
| Q4 2020 | $3,953,000 | +31.9% | 101,556 | +1.2% | 1.82% | +17.6% |
| Q3 2020 | $2,998,000 | +11.4% | 100,353 | +5.8% | 1.55% | +3.1% |
| Q2 2020 | $2,691,000 | +26.9% | 94,819 | -0.1% | 1.50% | +5.9% |
| Q1 2020 | $2,120,000 | -39.3% | 94,919 | +4.6% | 1.42% | -21.2% |
| Q4 2019 | $3,490,000 | +11.1% | 90,759 | +2.9% | 1.80% | +1.9% |
| Q3 2019 | $3,141,000 | +0.7% | 88,219 | +1.5% | 1.77% | -2.2% |
| Q2 2019 | $3,119,000 | -0.2% | 86,925 | +0.4% | 1.81% | -3.8% |
| Q1 2019 | $3,126,000 | – | 86,565 | – | 1.88% | – |
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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% |