WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 97 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $225,000 | -16.4% | 5,783 | -35.7% | 0.04% | -21.2% |
| Q3 2020 | $269,000 | -25.7% | 8,996 | -29.5% | 0.05% | -32.5% |
| Q2 2020 | $362,000 | -85.6% | 12,756 | -88.7% | 0.08% | -87.4% |
| Q1 2020 | $2,522,000 | -40.4% | 112,949 | +2.5% | 0.61% | -28.0% |
| Q4 2019 | $4,235,000 | -3.9% | 110,149 | -11.0% | 0.85% | -0.2% |
| Q3 2019 | $4,408,000 | -4.7% | 123,813 | -4.0% | 0.85% | -4.5% |
| Q2 2019 | $4,626,000 | -0.7% | 128,931 | -0.1% | 0.89% | -2.4% |
| Q1 2019 | $4,660,000 | +12.6% | 129,056 | -0.1% | 0.91% | +2.2% |
| Q4 2018 | $4,140,000 | -28.3% | 129,225 | -10.8% | 0.89% | -17.5% |
| Q3 2018 | $5,774,000 | +4.4% | 144,940 | +1.4% | 1.08% | -0.8% |
| Q2 2018 | $5,529,000 | +14.0% | 142,899 | +5.2% | 1.09% | +15.0% |
| Q1 2018 | $4,851,000 | -37.2% | 135,777 | -36.3% | 0.95% | -36.6% |
| Q4 2017 | $7,723,000 | +56.4% | 213,234 | +51.1% | 1.49% | +29.5% |
| Q3 2017 | $4,937,000 | +9.8% | 141,165 | +3.1% | 1.15% | +2.8% |
| Q2 2017 | $4,496,000 | -30.6% | 136,894 | -32.0% | 1.12% | -25.5% |
| Q1 2017 | $6,482,000 | +4.1% | 201,245 | +215.7% | 1.51% | -5.9% |
| Q4 2016 | $6,224,000 | +37.1% | 63,750 | +19.3% | 1.60% | +30.7% |
| Q3 2016 | $4,540,000 | +46.2% | 53,450 | +35.9% | 1.23% | +41.4% |
| Q2 2016 | $3,106,000 | +14.4% | 39,320 | +11.4% | 0.87% | +4.3% |
| Q1 2016 | $2,715,000 | +6.7% | 35,289 | +5.2% | 0.83% | -4.0% |
| Q4 2015 | $2,544,000 | -27.9% | 33,557 | -30.1% | 0.87% | -31.4% |
| Q3 2015 | $3,530,000 | -32.3% | 48,032 | -22.0% | 1.26% | -25.9% |
| Q2 2015 | $5,213,000 | +2.0% | 61,561 | +1.8% | 1.70% | +3.4% |
| Q1 2015 | $5,109,000 | -4.6% | 60,458 | -6.6% | 1.65% | -6.5% |
| Q4 2014 | $5,358,000 | +0.9% | 64,763 | -7.2% | 1.76% | -2.7% |
| Q3 2014 | $5,308,000 | -3.2% | 69,776 | +5.1% | 1.81% | -2.4% |
| Q2 2014 | $5,486,000 | -0.6% | 66,387 | -1.8% | 1.86% | -5.0% |
| Q1 2014 | $5,517,000 | -35.7% | 67,635 | -44.8% | 1.95% | +10.0% |
| Q4 2013 | $8,576,000 | +81.2% | 122,528 | +91.4% | 1.78% | -3.8% |
| Q3 2013 | $4,734,000 | -37.8% | 64,003 | -47.7% | 1.84% | +9.6% |
| Q2 2013 | $7,605,000 | – | 122,486 | – | 1.68% | – |
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 Wealth, Inc. | 241,714 | $10,458,970 | 0.61% |