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 | $256,764 | -3.4% | 5,934 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $265,903 | -2.9% | 5,934 | -6.3% | 0.00% | 0.0% |
| Q1 2023 | $273,799 | +52.1% | 6,335 | +44.9% | 0.00% | 0.0% |
| Q2 2022 | $180,000 | -9.1% | 4,372 | +5.7% | 0.00% | 0.0% |
| Q1 2022 | $198,000 | -12.0% | 4,136 | -5.5% | 0.00% | -50.0% |
| Q4 2021 | $225,000 | +23.6% | 4,375 | +16.2% | 0.00% | 0.0% |
| Q3 2021 | $182,000 | -2.2% | 3,765 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $186,000 | -5.6% | 3,765 | -9.4% | 0.00% | 0.0% |
| Q1 2021 | $197,000 | +1213.3% | 4,155 | +965.4% | 0.00% | – |
| Q4 2020 | $15,000 | +25.0% | 390 | 0.0% | 0.00% | – |
| Q3 2020 | $12,000 | -20.0% | 390 | -27.0% | 0.00% | – |
| Q2 2020 | $15,000 | -37.5% | 534 | -21.9% | 0.00% | -100.0% |
| Q3 2019 | $24,000 | -4.0% | 684 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $25,000 | 0.0% | 684 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $25,000 | – | 684 | – | 0.00% | – |
Download | ||||||
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% |