Financial Architects, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 70 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Financial Architects, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$40,000
+25.0%
1,4250.0%0.01%0.0%
Q1 2020$32,000
-41.8%
1,4250.0%0.01%
-25.0%
Q4 2019$55,000
+7.8%
1,4250.0%0.01%0.0%
Q3 2019$51,000
+410.0%
1,425
+427.8%
0.01%
+500.0%
Q2 2019$10,000
-80.8%
270
-81.1%
0.00%
-77.8%
Q1 2019$52,000
+13.0%
1,4250.0%0.01%0.0%
Q4 2018$46,000
-19.3%
1,4250.0%0.01%0.0%
Q3 2018$57,000
+3.6%
1,4250.0%0.01%
-10.0%
Q2 2018$55,000
+7.8%
1,4250.0%0.01%0.0%
Q1 2018$51,000
-1.9%
1,4250.0%0.01%
+11.1%
Q4 2017$52,000
+6.1%
1,4250.0%0.01%0.0%
Q3 2017$49,000
+4.3%
1,4250.0%0.01%
+12.5%
Q2 2017$47,000
+2.2%
1,4250.0%0.01%0.0%
Q1 2017$46,000
-2.1%
1,425
+200.0%
0.01%
-27.3%
Q4 2016$47,000
+14.6%
4750.0%0.01%0.0%
Q3 2016$41,000
+10.8%
4750.0%0.01%
+10.0%
Q2 2016$37,000
+428.6%
475
+427.8%
0.01%
+233.3%
Q1 2016$7,000
-12.5%
900.0%0.00%0.0%
Q2 2015$8,0000.0%900.0%0.00%0.0%
Q1 2015$8,000
+14.3%
900.0%0.00%0.0%
Q4 2014$7,0000.0%900.0%0.00%0.0%
Q3 2014$7,000900.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2014
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 Wealth, Inc. 369,688$19,002,0000.91%
View complete list of WISDOMTREE TR shareholders