WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 138 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,969,296 | -4.3% | 184,176 | -0.9% | 0.12% | -4.6% |
| Q2 2023 | $8,331,075 | +4.8% | 185,920 | +1.1% | 0.13% | -0.8% |
| Q1 2023 | $7,947,899 | +6.0% | 183,894 | +4.4% | 0.13% | -2.9% |
| Q4 2022 | $7,498,949 | +15.1% | 176,073 | +5.8% | 0.14% | -20.9% |
| Q3 2022 | $6,517,000 | -2.4% | 166,377 | +2.4% | 0.17% | +13.2% |
| Q2 2022 | $6,678,000 | +6.0% | 162,406 | +23.6% | 0.15% | +20.6% |
| Q1 2022 | $6,301,000 | -9.8% | 131,372 | -3.3% | 0.13% | -10.6% |
| Q4 2021 | $6,985,000 | +25.7% | 135,886 | +18.2% | 0.14% | +30.6% |
| Q3 2021 | $5,556,000 | +2305.2% | 114,969 | +1790.3% | 0.11% | +980.0% |
| Q4 2019 | $231,000 | -37.7% | 6,082 | +39.1% | 0.01% | -68.8% |
| Q2 2015 | $371,000 | +21.6% | 4,372 | +21.3% | 0.03% | +14.3% |
| Q1 2015 | $305,000 | +17.8% | 3,605 | +16.3% | 0.03% | +12.0% |
| Q4 2014 | $259,000 | – | 3,099 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 976,317 | $34,142,000 | 8.12% |
| SVA Wealth Management, LLC | 883,642 | $30,901,000 | 3.82% |
| TMD & ASSOCIATES, INC | 90,775 | $3,174,000 | 2.94% |
| Linscomb Wealth, Inc. | 539,960 | $18,882,000 | 1.62% |
| Kelman-Lazarov, Inc. | 80,114 | $2,802,000 | 1.48% |
| CUTLER INVESTMENT COUNSEL LLC | 141,165 | $4,937,000 | 1.15% |
| CULBERTSON A N & CO INC | 64,277 | $2,248,000 | 0.69% |
| Clearwater Capital Advisors, LLC | 60,007 | $2,113,000 | 0.49% |
| MOLLER WEALTH PARTNERS | 18,699 | $654,000 | 0.25% |
| Covenant Asset Management, LLC | 10,045 | $351,000 | 0.21% |