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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $202,000 | -37.3% | 5,196 | -41.2% | 0.12% | -33.1% |
| Q4 2019 | $322,000 | -0.9% | 8,843 | -3.3% | 0.17% | +3.6% |
| Q3 2019 | $325,000 | -7.1% | 9,143 | -6.2% | 0.17% | +33.9% |
| Q2 2019 | $350,000 | -0.6% | 9,745 | 0.0% | 0.12% | -6.1% |
| Q1 2019 | $352,000 | +12.8% | 9,745 | 0.0% | 0.13% | -2.2% |
| Q4 2018 | $312,000 | -19.6% | 9,745 | -0.0% | 0.14% | -5.6% |
| Q3 2018 | $388,000 | +2.9% | 9,746 | +0.0% | 0.14% | -4.7% |
| Q2 2018 | $377,000 | +8.3% | 9,745 | 0.0% | 0.15% | +7.9% |
| Q1 2018 | $348,000 | -1.1% | 9,745 | +0.3% | 0.14% | +2.2% |
| Q4 2017 | $352,000 | +13.5% | 9,714 | +9.5% | 0.14% | +7.1% |
| Q3 2017 | $310,000 | -2.5% | 8,868 | -8.5% | 0.13% | -6.6% |
| Q2 2017 | $318,000 | -3.9% | 9,692 | -5.5% | 0.14% | -8.1% |
| Q1 2017 | $331,000 | -1.8% | 10,261 | +197.1% | 0.15% | -5.7% |
| Q4 2016 | $337,000 | +15.0% | 3,454 | +0.0% | 0.16% | +12.9% |
| Q3 2016 | $293,000 | +5.8% | 3,453 | -1.4% | 0.14% | +2.2% |
| Q2 2016 | $277,000 | +3.4% | 3,503 | +0.4% | 0.14% | -4.9% |
| Q1 2016 | $268,000 | 0.0% | 3,488 | -1.4% | 0.14% | -5.3% |
| Q4 2015 | $268,000 | -14.4% | 3,538 | -16.9% | 0.15% | -3.8% |
| Q3 2015 | $313,000 | -11.1% | 4,255 | +2.4% | 0.16% | -1.9% |
| Q2 2015 | $352,000 | – | 4,155 | – | 0.16% | – |
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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% |