WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 62 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $276,963 | -2.0% | 5,640 | 0.0% | 0.02% | -19.2% |
| Q1 2024 | $282,677 | +0.6% | 5,640 | 0.0% | 0.03% | -10.3% |
| Q4 2023 | $280,985 | +15.1% | 5,640 | 0.0% | 0.03% | +3.6% |
| Q3 2023 | $244,043 | -3.4% | 5,640 | 0.0% | 0.03% | -3.4% |
| Q2 2023 | $252,728 | +3.7% | 5,640 | 0.0% | 0.03% | +11.5% |
| Q1 2023 | $243,761 | +101467.1% | 5,640 | 0.0% | 0.03% | +4.0% |
| Q4 2022 | $240 | -99.9% | 5,640 | -9.8% | 0.02% | -13.8% |
| Q3 2022 | $245,000 | -4.7% | 6,254 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $257,000 | -57.8% | 6,254 | -49.1% | 0.03% | -3.3% |
| Q1 2022 | $609,000 | +110.0% | 12,298 | +118.0% | 0.03% | +3.4% |
| Q4 2021 | $290,000 | +6.2% | 5,640 | 0.0% | 0.03% | -6.5% |
| Q3 2021 | $273,000 | -2.2% | 5,640 | 0.0% | 0.03% | -22.5% |
| Q2 2021 | $279,000 | +32.2% | 5,640 | +126.1% | 0.04% | -25.9% |
| Q1 2015 | $211,000 | +5.0% | 2,495 | +2.8% | 0.05% | +3.8% |
| Q4 2014 | $201,000 | – | 2,428 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 215,763 | $17,850,000 | 5.45% |
| SVA Wealth Management, LLC | 169,396 | $14,014,000 | 5.09% |
| Gradient Investments LLC | 252,801 | $20,914,000 | 3.44% |
| CUTLER INVESTMENT COUNSEL LLC | 64,763 | $5,358,000 | 1.76% |
| Linscomb Wealth, Inc. | 113,903 | $9,423,000 | 1.04% |
| MOLLER WEALTH PARTNERS | 13,326 | $1,102,000 | 0.54% |
| CUE ADVISORY SERVICES, INC. | 6,052 | $501,000 | 0.53% |
| CULBERTSON A N & CO INC | 12,450 | $1,030,000 | 0.42% |
| Cambridge Investment Research Advisors, Inc. | 80,048 | $6,622,000 | 0.20% |
| LBMC INVESTMENT ADVISORS, LLC | 10,581 | $875,000 | 0.20% |