Concert Wealth Management Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 67 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Concert Wealth Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2017$333,000
-32.3%
10,071
+101.5%
0.32%
+191.0%
Q1 2017$492,0000.0%4,9970.0%0.11%
+1.8%
Q4 2016$492,000
+61.8%
4,997
+38.4%
0.11%
+194.6%
Q3 2016$304,000
-21.6%
3,610
-25.8%
0.04%
-30.2%
Q2 2016$388,000
+2.4%
4,8680.0%0.05%
+3.9%
Q1 2016$379,000
-3.1%
4,868
-4.8%
0.05%
-1.9%
Q4 2015$391,000
+4.8%
5,1130.0%0.05%
+2.0%
Q3 2015$373,000
-13.5%
5,1130.0%0.05%
-8.9%
Q2 2015$431,000
-2.9%
5,113
-5.1%
0.06%
-17.6%
Q4 2014$444,000
-0.9%
5,388
-8.2%
0.07%
+13.3%
Q3 2014$448,000
-3.9%
5,8690.0%0.06%
+5.3%
Q2 2014$466,000
-2.9%
5,869
-2.3%
0.06%
-5.0%
Q1 2014$480,000
-0.6%
6,009
+1.0%
0.06%
-3.2%
Q4 2013$483,000
+12.6%
5,949
+2.2%
0.06%
+1.6%
Q3 2013$429,000
+19.2%
5,819
+7.9%
0.06%
+13.0%
Q2 2013$360,0005,3930.05%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 273,506$11,834,5848.57%
Kathleen S. Wright Associates Inc. 160,776$6,955,6853.89%
3D/L Capital Management, LLC 201,526$8,720,0352.83%
HERBST GROUP, LLC 42,394$1,834,3881.31%
INVENIO WEALTH PARTNERS LLC 28,983$1,254,0941.14%
Forefront Analytics, LLC 33,175$1,435,4850.81%
HOWARD WEALTH MANAGEMENT, LLC 19,655$850,4720.78%
9258 Wealth Management, LLC 86,647$3,749,2160.73%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 57,638$2,4940.62%
Linscomb & Williams, Inc. 241,714$10,458,9700.61%
View complete list of WISDOMTREE TR shareholders