WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 70 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $729,000 | +12.8% | 7,460 | -2.0% | 0.02% | +9.1% |
| Q3 2016 | $646,000 | +0.9% | 7,614 | -6.1% | 0.02% | -4.3% |
| Q2 2016 | $640,000 | +10.0% | 8,108 | +7.2% | 0.02% | -4.2% |
| Q1 2016 | $582,000 | -39.1% | 7,563 | -40.0% | 0.02% | -44.2% |
| Q4 2015 | $955,000 | +31.4% | 12,596 | +27.3% | 0.04% | -24.6% |
| Q3 2015 | $727,000 | -1.4% | 9,893 | +13.7% | 0.06% | +9.6% |
| Q2 2015 | $737,000 | +45.1% | 8,704 | +44.8% | 0.05% | +44.4% |
| Q1 2015 | $508,000 | +379.2% | 6,013 | +370.1% | 0.04% | +200.0% |
| Q4 2014 | $106,000 | -51.4% | 1,279 | -55.5% | 0.01% | -53.8% |
| Q3 2014 | $218,000 | -18.4% | 2,872 | -11.3% | 0.03% | -27.8% |
| Q2 2014 | $267,000 | -51.6% | 3,237 | -52.2% | 0.04% | -10.0% |
| Q1 2014 | $552,000 | +78.6% | 6,768 | +78.8% | 0.04% | -14.9% |
| Q4 2013 | $309,000 | +2.0% | 3,785 | -7.5% | 0.05% | -11.3% |
| Q3 2013 | $303,000 | +10.2% | 4,093 | -0.4% | 0.05% | -3.6% |
| Q2 2013 | $275,000 | – | 4,110 | – | 0.06% | – |
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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% |