WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 123 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,816,012 | +301.1% | 65,080 | +315.4% | 0.00% | – |
| Q2 2023 | $702,038 | -57.0% | 15,667 | -58.5% | 0.00% | – |
| Q1 2023 | $1,632,030 | -71.7% | 37,761 | -74.3% | 0.00% | -100.0% |
| Q3 2022 | $5,757,000 | +189.9% | 146,967 | +204.4% | 0.00% | 0.0% |
| Q2 2022 | $1,986,000 | +65.5% | 48,287 | +98.8% | 0.00% | – |
| Q2 2021 | $1,200,000 | -43.0% | 24,292 | -55.1% | 0.00% | -100.0% |
| Q4 2020 | $2,104,000 | -51.1% | 54,050 | -62.5% | 0.00% | 0.0% |
| Q3 2020 | $4,303,000 | -6.0% | 144,055 | -10.7% | 0.00% | -50.0% |
| Q2 2020 | $4,580,000 | +157.0% | 161,389 | +102.2% | 0.00% | +100.0% |
| Q1 2020 | $1,782,000 | +15.3% | 79,818 | +98.5% | 0.00% | 0.0% |
| Q4 2019 | $1,546,000 | -31.9% | 40,217 | -36.0% | 0.00% | 0.0% |
| Q1 2019 | $2,271,000 | +190.0% | 62,882 | +180.9% | 0.00% | 0.0% |
| Q3 2017 | $783,000 | +53.2% | 22,382 | +43.9% | 0.00% | – |
| Q2 2017 | $511,000 | -92.8% | 15,557 | -78.7% | 0.00% | -100.0% |
| Q4 2016 | $7,130,000 | +3155.7% | 73,026 | +2736.0% | 0.01% | – |
| Q3 2016 | $219,000 | -92.6% | 2,575 | -93.4% | 0.00% | -100.0% |
| Q4 2015 | $2,969,000 | +74.2% | 39,237 | +69.3% | 0.00% | +50.0% |
| Q3 2015 | $1,704,000 | +79.2% | 23,179 | +106.1% | 0.00% | +100.0% |
| Q1 2015 | $951,000 | -67.6% | 11,245 | -68.4% | 0.00% | -66.7% |
| Q4 2014 | $2,937,000 | – | 35,547 | – | 0.00% | – |
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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% |