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 | $464,720 | -51.7% | 10,740 | -50.0% | 0.00% | 0.0% |
| Q2 2023 | $962,518 | +108.3% | 21,480 | -0.7% | 0.00% | 0.0% |
| Q1 2023 | $462,188 | +1.0% | 21,638 | +101.5% | 0.00% | -50.0% |
| Q4 2022 | $457,417 | +8.7% | 10,740 | 0.0% | 0.00% | +100.0% |
| Q3 2022 | $421,000 | -4.8% | 10,740 | -0.0% | 0.00% | 0.0% |
| Q2 2022 | $442,000 | -14.2% | 10,741 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $515,000 | -6.7% | 10,741 | +0.0% | 0.00% | 0.0% |
| Q4 2021 | $552,000 | +6.4% | 10,740 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $519,000 | -2.1% | 10,740 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $530,000 | +4.1% | 10,740 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $509,000 | +21.8% | 10,740 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $418,000 | +30.2% | 10,740 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $321,000 | +5.2% | 10,740 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $305,000 | +27.1% | 10,740 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $240,000 | -41.9% | 10,740 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $413,000 | +8.1% | 10,740 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $382,000 | -0.8% | 10,740 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $385,000 | -0.8% | 10,740 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $388,000 | +12.8% | 10,740 | 0.0% | 0.00% | -50.0% |
| Q4 2018 | $344,000 | -19.6% | 10,740 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $428,000 | +2.9% | 10,740 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $416,000 | +8.3% | 10,740 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $384,000 | -3.0% | 10,740 | -1.8% | 0.00% | 0.0% |
| Q4 2017 | $396,000 | +5.3% | 10,941 | +1.9% | 0.00% | 0.0% |
| Q3 2017 | $376,000 | +6.5% | 10,740 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $353,000 | +2.0% | 10,740 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $346,000 | – | 10,740 | – | 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% |