WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 64 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,146,000 | +2.7% | 38,356 | -2.5% | 0.01% | -12.5% |
| Q2 2020 | $1,116,000 | +24.6% | 39,329 | -2.0% | 0.01% | +14.3% |
| Q1 2020 | $896,000 | -26.4% | 40,144 | +26.8% | 0.01% | -12.5% |
| Q4 2019 | $1,218,000 | +8.0% | 31,669 | -0.1% | 0.01% | 0.0% |
| Q3 2019 | $1,128,000 | -0.3% | 31,690 | +0.6% | 0.01% | +14.3% |
| Q2 2019 | $1,131,000 | +0.5% | 31,511 | +1.2% | 0.01% | -12.5% |
| Q1 2019 | $1,125,000 | -0.9% | 31,146 | -12.1% | 0.01% | -11.1% |
| Q4 2018 | $1,135,000 | -23.8% | 35,428 | -5.2% | 0.01% | -10.0% |
| Q3 2018 | $1,489,000 | -0.2% | 37,380 | -3.1% | 0.01% | -9.1% |
| Q2 2018 | $1,492,000 | +7.5% | 38,570 | -0.7% | 0.01% | 0.0% |
| Q1 2018 | $1,388,000 | -4.3% | 38,859 | -3.0% | 0.01% | 0.0% |
| Q4 2017 | $1,451,000 | +2.9% | 40,071 | -0.6% | 0.01% | -8.3% |
| Q3 2017 | $1,410,000 | -18.1% | 40,309 | -23.1% | 0.01% | -20.0% |
| Q2 2017 | $1,721,000 | +2.0% | 52,397 | -0.0% | 0.02% | -6.2% |
| Q1 2017 | $1,688,000 | +191.5% | 52,403 | +194.7% | 0.02% | +166.7% |
| Q4 2016 | $579,000 | -61.7% | 17,784 | -0.2% | 0.01% | -60.0% |
| Q3 2016 | $1,513,000 | +7.0% | 17,816 | -0.5% | 0.02% | +7.1% |
| Q2 2016 | $1,414,000 | +2.5% | 17,902 | -0.2% | 0.01% | -6.7% |
| Q1 2016 | $1,379,000 | -4.2% | 17,930 | -5.6% | 0.02% | -11.8% |
| Q4 2015 | $1,440,000 | -1.6% | 18,992 | -4.6% | 0.02% | -5.6% |
| Q3 2015 | $1,464,000 | -27.3% | 19,914 | -16.2% | 0.02% | -21.7% |
| Q2 2015 | $2,013,000 | -1.3% | 23,770 | -2.1% | 0.02% | -8.0% |
| Q1 2015 | $2,040,000 | -52.6% | 24,281 | -53.4% | 0.02% | -21.9% |
| Q4 2014 | $4,308,000 | +138.0% | 52,074 | +118.8% | 0.03% | +3.2% |
| Q3 2014 | $1,810,000 | -10.0% | 23,800 | -2.2% | 0.03% | -16.2% |
| Q2 2014 | $2,011,000 | +1.4% | 24,333 | +0.1% | 0.04% | -11.9% |
| Q1 2014 | $1,984,000 | +449.6% | 24,320 | +449.4% | 0.04% | +250.0% |
| Q4 2013 | $361,000 | +7.4% | 4,427 | -2.5% | 0.01% | +9.1% |
| Q3 2013 | $336,000 | – | 4,542 | – | 0.01% | – |
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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 Wealth, Inc. | 241,714 | $10,458,970 | 0.61% |