WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 67 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $3,996,000 | +7.4% | 114,262 | +0.9% | 0.02% | 0.0% |
| Q2 2017 | $3,721,000 | +2.7% | 113,295 | +0.7% | 0.02% | 0.0% |
| Q1 2017 | $3,623,000 | +12.2% | 112,482 | +240.2% | 0.02% | 0.0% |
| Q4 2016 | $3,228,000 | +13.6% | 33,064 | -1.2% | 0.02% | +4.3% |
| Q3 2016 | $2,841,000 | +48.0% | 33,450 | +37.7% | 0.02% | +43.8% |
| Q2 2016 | $1,919,000 | +4.5% | 24,290 | +1.7% | 0.02% | 0.0% |
| Q1 2016 | $1,837,000 | +10.2% | 23,875 | +8.6% | 0.02% | 0.0% |
| Q4 2015 | $1,667,000 | +17.1% | 21,991 | +13.6% | 0.02% | +6.7% |
| Q3 2015 | $1,423,000 | -4.9% | 19,356 | +9.5% | 0.02% | 0.0% |
| Q2 2015 | $1,496,000 | +24.5% | 17,672 | +24.3% | 0.02% | +25.0% |
| Q1 2015 | $1,202,000 | +134.3% | 14,222 | +129.4% | 0.01% | +100.0% |
| Q4 2014 | $513,000 | -5.4% | 6,201 | -13.0% | 0.01% | -14.3% |
| Q3 2014 | $542,000 | +7.3% | 7,129 | +16.6% | 0.01% | +16.7% |
| Q2 2014 | $505,000 | -9.2% | 6,114 | -10.3% | 0.01% | -25.0% |
| Q1 2014 | $556,000 | +53.2% | 6,814 | +53.0% | 0.01% | +60.0% |
| Q4 2013 | $363,000 | +26.5% | 4,453 | +14.9% | 0.01% | 0.0% |
| Q3 2013 | $287,000 | – | 3,874 | – | 0.01% | – |
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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% |