ENVESTNET ASSET MANAGEMENT INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 111 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,852,788
-8.4%
135,262
-5.1%
0.00%0.0%
Q2 2023$6,388,729
-2.6%
142,574
-6.1%
0.00%0.0%
Q1 2023$6,560,512
-1.1%
151,793
-2.5%
0.00%0.0%
Q4 2022$6,630,615
+6.6%
155,685
-2.0%
0.00%
-25.0%
Q3 2022$6,223,000
-0.9%
158,875
+4.0%
0.00%0.0%
Q2 2022$6,280,000
-39.8%
152,736
-29.8%
0.00%
-20.0%
Q1 2022$10,437,000
-8.0%
217,629
-1.4%
0.01%
-16.7%
Q4 2021$11,350,000
-25.6%
220,823
-30.1%
0.01%
-25.0%
Q3 2021$15,258,000
-1.7%
315,699
+0.5%
0.01%
-11.1%
Q2 2021$15,522,000
+1.2%
314,275
-2.9%
0.01%
-10.0%
Q1 2021$15,332,000
+104.9%
323,602
+68.3%
0.01%
+66.7%
Q4 2020$7,484,000
+23.0%
192,289
-5.6%
0.01%
+20.0%
Q3 2020$6,086,000
+2.8%
203,752
-2.4%
0.01%
-16.7%
Q2 2020$5,923,000
+10.7%
208,698
-12.9%
0.01%0.0%
Q1 2020$5,352,000
-49.7%
239,682
-13.4%
0.01%
-45.5%
Q4 2019$10,637,000
+5.6%
276,646
-2.2%
0.01%0.0%
Q3 2019$10,070,000
+0.9%
282,874
+1.7%
0.01%
-15.4%
Q2 2019$9,978,000
-6.5%
278,096
-5.9%
0.01%
-13.3%
Q1 2019$10,672,000
+30.1%
295,555
+15.5%
0.02%
+15.4%
Q4 2018$8,200,000
+24.1%
255,935
+54.3%
0.01%
+18.2%
Q3 2018$6,609,000
-3.6%
165,883
-6.4%
0.01%
-31.2%
Q2 2018$6,858,000
+17.8%
177,272
+9.1%
0.02%0.0%
Q1 2018$5,822,000
-19.1%
162,471
-18.2%
0.02%0.0%
Q4 2017$7,199,000
-17.2%
198,719
-20.0%
0.02%
-23.8%
Q3 2017$8,690,000
+3.2%
248,483
-3.0%
0.02%
-8.7%
Q2 2017$8,417,000
-12.9%
256,274
-14.6%
0.02%
-25.8%
Q1 2017$9,663,000
-2.6%
300,021
+195.3%
0.03%
-13.9%
Q4 2016$9,918,000
+12.4%
101,591
-2.2%
0.04%
+5.9%
Q3 2016$8,820,000
-5.3%
103,839
-11.9%
0.03%
-8.1%
Q2 2016$9,309,000
-1.4%
117,835
-4.0%
0.04%
-9.8%
Q1 2016$9,438,000
+55.1%
122,681
+52.8%
0.04%
+46.4%
Q4 2015$6,085,000
+4.2%
80,273
+1.1%
0.03%
-3.4%
Q3 2015$5,838,000
-8.5%
79,422
+5.4%
0.03%
-3.3%
Q2 2015$6,379,000
+3.0%
75,326
+2.7%
0.03%
-6.2%
Q1 2015$6,196,000
+87.0%
73,323
+83.0%
0.03%
-5.9%
Q4 2014$3,314,000
-50.5%
40,062
-54.5%
0.03%
-49.3%
Q3 2014$6,691,000
-18.5%
87,958
-11.5%
0.07%
-21.2%
Q2 2014$8,213,000
+6.1%
99,400
+4.8%
0.08%
-1.2%
Q1 2014$7,738,000
+13.2%
94,861
+13.2%
0.09%
+10.3%
Q4 2013$6,838,000
+19.2%
83,772
+8.0%
0.08%
+11.4%
Q3 2013$5,738,000
+16.9%
77,573
+5.6%
0.07%
+11.1%
Q2 2013$4,908,00073,4630.06%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 194,984$10,022,0008.34%
Kathleen S. Wright Associates Inc. 177,299$9,113,0006.70%
3D/L Capital Management, LLC 303,036$15,576,0003.64%
BlackDiamond Wealth Management, LLC 40,294$2,071,0002.38%
Forefront Analytics, LLC 111,972$5,755,0001.93%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 101,462$5,215,0001.59%
HERBST GROUP, LLC 46,634$2,397,0001.48%
PSI Advisors, LLC 66,953$3,442,0001.40%
9258 Wealth Management, LLC 92,840$4,772,0001.09%
Linscomb & Williams, Inc. 369,688$19,002,0000.91%
View complete list of WISDOMTREE TR shareholders