Asset Dedication, LLC - WISDOMTREE TR ownership

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
Asset Dedication, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$137
-3.5%
3,1620.0%0.01%0.0%
Q2 2023$142
+3.6%
3,1620.0%0.01%
-7.7%
Q1 2023$137
+1.5%
3,1620.0%0.01%
-7.1%
Q4 2022$135
-99.9%
3,1620.0%0.01%0.0%
Q3 2022$124,000
-4.6%
3,1620.0%0.01%
-26.3%
Q2 2022$130,000
-14.5%
3,1620.0%0.02%
+11.8%
Q1 2022$152,000
-6.7%
3,1620.0%0.02%
-15.0%
Q4 2021$163,000
+6.5%
3,1620.0%0.02%0.0%
Q3 2021$153,000
-1.9%
3,1620.0%0.02%
-13.0%
Q2 2021$156,000
+4.0%
3,1620.0%0.02%
-32.4%
Q1 2021$150,000
-18.9%
3,162
-33.6%
0.03%
-8.1%
Q4 2020$185,000
+30.3%
4,7610.0%0.04%
+19.4%
Q3 2020$142,000
+5.2%
4,7610.0%0.03%
-16.2%
Q2 2020$135,000
+27.4%
4,7610.0%0.04%
+15.6%
Q1 2020$106,000
-42.1%
4,7610.0%0.03%
-38.5%
Q4 2019$183,000
+8.3%
4,7610.0%0.05%
-7.1%
Q3 2019$169,000
-2.3%
4,761
-1.2%
0.06%0.0%
Q2 2019$173,000
-0.6%
4,8180.0%0.06%
-8.2%
Q1 2019$174,000
+12.3%
4,818
+0.0%
0.06%
-4.7%
Q4 2018$155,000
-18.4%
4,817
+0.9%
0.06%
-9.9%
Q3 2018$190,000
+3.3%
4,7740.0%0.07%
+12.7%
Q2 2018$184,000
+8.2%
4,774
+0.0%
0.06%
-25.0%
Q1 2018$170,000
-1.2%
4,773
+0.3%
0.08%
+21.7%
Q4 2017$172,000
+3.6%
4,7610.0%0.07%
-13.8%
Q3 2017$166,000
+6.4%
4,7610.0%0.08%
+2.6%
Q2 2017$156,000
+2.0%
4,7610.0%0.08%
-6.0%
Q1 2017$153,000
-1.3%
4,761
+200.0%
0.08%
-7.8%
Q4 2016$155,000
+14.8%
1,5870.0%0.09%
+5.9%
Q3 2016$135,000
+8.0%
1,5870.0%0.08%
-2.3%
Q2 2016$125,000
+2.5%
1,5870.0%0.09%
-3.3%
Q1 2016$122,000
-26.5%
1,587
-27.3%
0.09%
-17.4%
Q4 2015$166,0002,1840.11%
Other shareholders
WISDOMTREE TR shareholders Q1 2016
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 238,723$9,351,0009.12%
Kathleen S. Wright Associates Inc. 179,241$7,021,0005.69%
Essential Planning, LLC. 20,757$813,0004.69%
3D/L Capital Management, LLC 242,702$9,507,0002.82%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 102,180$4,002,0001.64%
HERBST GROUP, LLC 43,439$1,702,0001.40%
Forefront Analytics, LLC 56,188$2,202,0001.17%
PSI Advisors, LLC 55,852$2,188,0001.15%
Oxler Private Wealth LLC 42,648$1,670,611,0000.93%
9258 Wealth Management, LLC 91,090$3,568,0000.91%
View complete list of WISDOMTREE TR shareholders