WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 115 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,111 | -3.4% | 95 | 0.0% | 0.00% | – |
Q2 2023 | $4,257 | +3.7% | 95 | 0.0% | 0.00% | – |
Q1 2023 | $4,106 | +102550.0% | 95 | 0.0% | 0.00% | – |
Q4 2022 | $4 | -99.9% | 95 | 0.0% | 0.00% | – |
Q3 2022 | $4,000 | 0.0% | 95 | 0.0% | 0.00% | – |
Q2 2022 | $4,000 | -20.0% | 95 | 0.0% | 0.00% | – |
Q1 2022 | $5,000 | 0.0% | 95 | 0.0% | 0.00% | – |
Q4 2021 | $5,000 | 0.0% | 95 | 0.0% | 0.00% | – |
Q3 2021 | $5,000 | 0.0% | 95 | 0.0% | 0.00% | – |
Q2 2021 | $5,000 | 0.0% | 95 | 0.0% | 0.00% | – |
Q1 2021 | $5,000 | +25.0% | 95 | 0.0% | 0.00% | – |
Q4 2020 | $4,000 | +33.3% | 95 | 0.0% | 0.00% | – |
Q3 2020 | $3,000 | 0.0% | 95 | 0.0% | 0.00% | – |
Q2 2020 | $3,000 | +50.0% | 95 | 0.0% | 0.00% | – |
Q1 2020 | $2,000 | -50.0% | 95 | 0.0% | 0.00% | – |
Q4 2019 | $4,000 | -55.6% | 95 | -56.8% | 0.00% | – |
Q3 2018 | $9,000 | – | 220 | – | 0.00% | – |
Download |
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% |