WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 113 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,381,000 | -7.3% | 31,863 | -4.2% | 0.00% | 0.0% |
| Q2 2023 | $1,490,000 | +0.1% | 33,258 | -3.4% | 0.00% | 0.0% |
| Q1 2023 | $1,489,000 | +1.5% | 34,420 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,467,000 | +4.3% | 34,420 | -4.3% | 0.00% | -25.0% |
| Q3 2022 | $1,406,000 | -6.1% | 35,958 | -1.2% | 0.00% | 0.0% |
| Q2 2022 | $1,497,000 | -14.9% | 36,399 | -0.7% | 0.00% | 0.0% |
| Q1 2022 | $1,760,000 | +4.8% | 36,671 | +12.1% | 0.00% | 0.0% |
| Q4 2021 | $1,679,000 | +2.2% | 32,712 | -3.8% | 0.00% | 0.0% |
| Q3 2021 | $1,643,000 | -5.1% | 33,992 | -3.0% | 0.00% | -20.0% |
| Q2 2021 | $1,731,000 | +2.7% | 35,045 | -1.3% | 0.01% | 0.0% |
| Q1 2021 | $1,685,000 | +29.4% | 35,521 | -18.6% | 0.01% | -16.7% |
| Q3 2020 | $1,302,000 | +2.2% | 43,623 | -2.9% | 0.01% | -14.3% |
| Q2 2020 | $1,274,000 | -47.9% | 44,918 | -59.1% | 0.01% | -56.2% |
| Q1 2020 | $2,445,000 | -66.9% | 109,747 | -42.9% | 0.02% | -63.6% |
| Q4 2019 | $7,385,000 | +7.0% | 192,157 | -0.9% | 0.04% | +15.8% |
| Q3 2019 | $6,902,000 | -5.0% | 193,998 | -4.3% | 0.04% | -11.6% |
| Q2 2019 | $7,263,000 | -1.2% | 202,617 | -0.5% | 0.04% | -12.2% |
| Q1 2019 | $7,348,000 | +14.8% | 203,586 | +1.9% | 0.05% | 0.0% |
| Q4 2018 | $6,399,000 | -19.4% | 199,706 | +0.3% | 0.05% | -14.0% |
| Q3 2018 | $7,935,000 | +5.9% | 199,075 | +2.8% | 0.06% | -3.4% |
| Q2 2018 | $7,492,000 | +8.9% | 193,597 | +0.5% | 0.06% | +1.7% |
| Q1 2018 | $6,879,000 | -0.2% | 192,667 | +1.3% | 0.06% | +1.8% |
| Q4 2017 | $6,892,000 | +11.4% | 190,286 | +7.7% | 0.06% | +7.5% |
| Q3 2017 | $6,186,000 | +5.2% | 176,758 | -1.2% | 0.05% | 0.0% |
| Q2 2017 | $5,878,000 | +2.3% | 178,898 | +0.3% | 0.05% | -3.6% |
| Q1 2017 | $5,746,000 | +45.9% | 178,322 | +342.2% | 0.06% | +27.9% |
| Q4 2016 | $3,938,000 | +63.8% | 40,330 | +42.3% | 0.04% | +53.6% |
| Q3 2016 | $2,404,000 | +6.0% | 28,336 | -1.3% | 0.03% | -3.4% |
| Q2 2016 | $2,268,000 | +6.0% | 28,721 | +3.3% | 0.03% | +314.3% |
| Q1 2016 | $2,140,000 | +34.2% | 27,796 | +32.1% | 0.01% | -63.2% |
| Q4 2015 | $1,595,000 | +6.1% | 21,034 | +3.2% | 0.02% | -5.0% |
| Q3 2015 | $1,503,000 | -12.4% | 20,384 | +0.6% | 0.02% | -25.9% |
| Q2 2015 | $1,715,000 | +19.6% | 20,258 | +19.3% | 0.03% | +28.6% |
| Q1 2015 | $1,434,000 | +36.8% | 16,974 | +34.0% | 0.02% | +31.2% |
| Q4 2014 | $1,048,000 | +124.9% | 12,670 | +107.0% | 0.02% | +100.0% |
| Q3 2014 | $466,000 | -27.5% | 6,121 | -21.3% | 0.01% | -27.3% |
| Q2 2014 | $643,000 | – | 7,780 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 450,142 | $13,446,000 | 3.74% |
| Forefront Analytics, LLC | 175,807 | $5,253,000 | 2.45% |
| PSI Advisors, LLC | 72,466 | $2,164,000 | 1.65% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 100,353 | $2,998,000 | 1.55% |
| Savant Capital, LLC | 599,055 | $17,894,000 | 1.22% |
| 9258 Wealth Management, LLC | 96,365 | $2,959,000 | 1.12% |
| Linscomb & Williams, Inc. | 494,862 | $14,782,000 | 1.02% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 37,310 | $1,114,000 | 0.90% |
| ACG Wealth | 180,171 | $5,382,000 | 0.81% |
| Tennessee Valley Asset Management Partners | 44,382 | $1,326,000 | 0.78% |