KINGS POINT CAPITAL MANAGEMENT - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 64 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
KINGS POINT CAPITAL MANAGEMENT ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$46,000
-6.1%
9600.0%0.00%0.0%
Q4 2021$49,000
+6.5%
9600.0%0.00%0.0%
Q3 2021$46,000
-2.1%
9600.0%0.00%0.0%
Q2 2021$47,000
+4.4%
9600.0%0.00%0.0%
Q1 2021$45,000
+21.6%
9600.0%0.00%0.0%
Q4 2020$37,000
+27.6%
9600.0%0.00%0.0%
Q3 2020$29,000
+7.4%
9600.0%0.00%0.0%
Q2 2020$27,000
+28.6%
9600.0%0.00%0.0%
Q1 2020$21,000
-73.4%
960
-53.3%
0.00%
-66.7%
Q4 2019$79,000
+8.2%
2,0550.0%0.01%0.0%
Q3 2019$73,000
-1.4%
2,0550.0%0.01%
-14.3%
Q2 2019$74,0000.0%2,0550.0%0.01%
-6.7%
Q1 2019$74,000
+12.1%
2,0550.0%0.02%0.0%
Q4 2018$66,000
-19.5%
2,0550.0%0.02%0.0%
Q3 2018$82,000
+2.5%
2,0550.0%0.02%
-6.2%
Q2 2018$80,000
+9.6%
2,0550.0%0.02%
+6.7%
Q1 2018$73,000
-1.4%
2,0550.0%0.02%
-6.2%
Q4 2017$74,000
+117.6%
2,055
+114.1%
0.02%
+100.0%
Q3 2017$34,000
+6.2%
9600.0%0.01%
+14.3%
Q2 2017$32,000
+3.2%
9600.0%0.01%0.0%
Q1 2017$31,0000.0%960
+200.0%
0.01%
-12.5%
Q4 2016$31,000
+14.8%
3200.0%0.01%
+14.3%
Q3 2016$27,000
+8.0%
3200.0%0.01%
+16.7%
Q2 2016$25,0000.0%3200.0%0.01%0.0%
Q1 2016$25,000
+4.2%
3200.0%0.01%0.0%
Q4 2015$24,0000.0%3200.0%0.01%0.0%
Q3 2015$24,000
-11.1%
3200.0%0.01%
-14.3%
Q2 2015$27,0000.0%3200.0%0.01%0.0%
Q1 2015$27,000
+3.8%
3200.0%0.01%0.0%
Q4 2014$26,000
+8.3%
3200.0%0.01%0.0%
Q3 2014$24,000
-7.7%
3200.0%0.01%
-12.5%
Q2 2014$26,0003200.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2015
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 273,506$11,834,5848.57%
Kathleen S. Wright Associates Inc. 160,776$6,955,6853.89%
3D/L Capital Management, LLC 201,526$8,720,0352.83%
HERBST GROUP, LLC 42,394$1,834,3881.31%
INVENIO WEALTH PARTNERS LLC 28,983$1,254,0941.14%
Forefront Analytics, LLC 33,175$1,435,4850.81%
HOWARD WEALTH MANAGEMENT, LLC 19,655$850,4720.78%
9258 Wealth Management, LLC 86,647$3,749,2160.73%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 57,638$2,4940.62%
Linscomb Wealth, Inc. 241,714$10,458,9700.61%
View complete list of WISDOMTREE TR shareholders