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 | $209,690 | -35.9% | 4,846 | -33.6% | 0.00% | – |
| Q2 2023 | $327,094 | +3.7% | 7,300 | +0.0% | 0.00% | – |
| Q1 2023 | $315,463 | +4.5% | 7,299 | +3.0% | 0.00% | – |
| Q4 2022 | $301,837 | +4.8% | 7,087 | -3.6% | 0.00% | -100.0% |
| Q3 2022 | $288,000 | -3.4% | 7,348 | +1.4% | 0.00% | 0.0% |
| Q2 2022 | $298,000 | -21.6% | 7,247 | -8.5% | 0.00% | 0.0% |
| Q1 2022 | $380,000 | -21.5% | 7,917 | -15.9% | 0.00% | 0.0% |
| Q4 2021 | $484,000 | +36.7% | 9,415 | +28.7% | 0.00% | 0.0% |
| Q3 2021 | $354,000 | -1.4% | 7,316 | +0.6% | 0.00% | 0.0% |
| Q2 2021 | $359,000 | +41.9% | 7,272 | +36.3% | 0.00% | 0.0% |
| Q1 2021 | $253,000 | +40.6% | 5,336 | +15.3% | 0.00% | – |
| Q4 2020 | $180,000 | +62.2% | 4,628 | +24.3% | 0.00% | – |
| Q3 2020 | $111,000 | +2.8% | 3,724 | -2.1% | 0.00% | – |
| Q2 2020 | $108,000 | -10.7% | 3,802 | -30.0% | 0.00% | – |
| Q1 2020 | $121,000 | -95.2% | 5,433 | -91.8% | 0.00% | -100.0% |
| Q4 2019 | $2,541,000 | +4.2% | 66,090 | -3.5% | 0.01% | 0.0% |
| Q3 2019 | $2,438,000 | +6.9% | 68,484 | +7.8% | 0.01% | 0.0% |
| Q2 2019 | $2,280,000 | +12.8% | 63,557 | +13.6% | 0.01% | 0.0% |
| Q1 2019 | $2,021,000 | +25.5% | 55,955 | +11.3% | 0.01% | +12.5% |
| Q4 2018 | $1,610,000 | +4500.0% | 50,255 | +5597.8% | 0.01% | – |
| Q3 2018 | $35,000 | +2.9% | 882 | 0.0% | 0.00% | – |
| Q2 2018 | $34,000 | +6.2% | 882 | 0.0% | 0.00% | – |
| Q1 2018 | $32,000 | 0.0% | 882 | 0.0% | 0.00% | – |
| Q4 2017 | $32,000 | +77.8% | 882 | +65.2% | 0.00% | – |
| Q2 2017 | $18,000 | +5.9% | 534 | +0.4% | 0.00% | – |
| Q1 2017 | $17,000 | 0.0% | 532 | +200.6% | 0.00% | – |
| Q4 2016 | $17,000 | +142.9% | 177 | +82.5% | 0.00% | – |
| Q3 2015 | $7,000 | -12.5% | 97 | +4.3% | 0.00% | – |
| Q4 2014 | $8,000 | – | 93 | – | 0.00% | – |
Download | ||||||
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% |