WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 113 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $8,519,668 | +6.9% | 171,009 | -7.1% | 0.12% | -5.6% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 450,142 | $13,446,000 | 3.74% |
| Forefront Analytics, LLC | 175,807 | $5,253,000 | 2.45% |
| PSI Advisors, LLC | 72,466 | $2,164,000 | 1.65% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 100,353 | $2,998,000 | 1.55% |
| Savant Capital, LLC | 599,055 | $17,894,000 | 1.22% |
| 9258 Wealth Management, LLC | 96,365 | $2,959,000 | 1.12% |
| Linscomb Wealth, Inc. | 494,862 | $14,782,000 | 1.02% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 37,310 | $1,114,000 | 0.90% |
| ACG Wealth | 180,171 | $5,382,000 | 0.81% |
| Tennessee Valley Asset Management Partners | 44,382 | $1,326,000 | 0.78% |