WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 126 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $206,000 | -6.8% | 4,290 | 0.0% | 0.03% | -8.3% |
| Q4 2021 | $221,000 | +6.8% | 4,290 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $207,000 | -2.4% | 4,290 | 0.0% | 0.04% | -2.7% |
| Q2 2021 | $212,000 | +4.4% | 4,290 | 0.0% | 0.04% | -5.1% |
| Q1 2021 | $203,000 | +22.3% | 4,290 | -0.8% | 0.04% | +5.4% |
| Q4 2019 | $166,000 | -49.8% | 4,325 | -53.1% | 0.04% | -49.3% |
| Q2 2019 | $331,000 | +26.3% | 9,213 | +26.8% | 0.07% | +28.1% |
| Q1 2019 | $262,000 | – | 7,264 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 194,984 | $10,022,000 | 8.34% |
| Kathleen S. Wright Associates Inc. | 177,299 | $9,113,000 | 6.70% |
| 3D/L Capital Management, LLC | 303,036 | $15,576,000 | 3.64% |
| BlackDiamond Wealth Management, LLC | 40,294 | $2,071,000 | 2.38% |
| Forefront Analytics, LLC | 111,972 | $5,755,000 | 1.93% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 101,462 | $5,215,000 | 1.59% |
| HERBST GROUP, LLC | 46,634 | $2,397,000 | 1.48% |
| PSI Advisors, LLC | 66,953 | $3,442,000 | 1.40% |
| 9258 Wealth Management, LLC | 92,840 | $4,772,000 | 1.09% |
| Linscomb & Williams, Inc. | 369,688 | $19,002,000 | 0.91% |