Atria Investments, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 110 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2018$297,000
-90.1%
7,455
-90.4%
0.01%
-90.9%
Q2 2018$3,002,000
+13.6%
77,594
+5.0%
0.13%
+3.9%
Q1 2018$2,642,000
+0.9%
73,930
+2.2%
0.13%
-2.3%
Q4 2017$2,619,000
-1.0%
72,305
-4.4%
0.13%
-9.7%
Q3 2017$2,645,000
+10.8%
75,633
+4.0%
0.14%
-1.4%
Q2 2017$2,388,000
+8.6%
72,731
+6.6%
0.15%
+2.1%
Q1 2017$2,198,000
+12.2%
68,233
+240.0%
0.14%
-4.0%
Q4 2016$1,959,000
+16.7%
20,068
+1.5%
0.15%
-3.2%
Q3 2016$1,679,000
+44.7%
19,770
+34.9%
0.15%
+23.2%
Q2 2016$1,160,000
+29.8%
14,654
+26.2%
0.12%
+22.5%
Q1 2016$894,000
+78.8%
11,615
+61.1%
0.10%
+85.5%
Q4 2015$500,000
-20.8%
7,209
-16.0%
0.06%
-36.8%
Q3 2015$631,000
+1.3%
8,586
+16.8%
0.09%
+19.2%
Q2 2015$623,000
+39.4%
7,354
+39.0%
0.07%
+43.1%
Q1 2015$447,000
+23.1%
5,291
+20.7%
0.05%
+30.8%
Q4 2014$363,000
+32.0%
4,383
+21.0%
0.04%
+39.3%
Q3 2014$275,000
+13.2%
3,621
+23.0%
0.03%
+16.7%
Q2 2014$243,0002,9430.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 273,506$11,834,5848.57%
Kathleen S. Wright Associates Inc. 160,776$6,955,6853.89%
3D/L Capital Management, LLC 201,526$8,720,0352.83%
HERBST GROUP, LLC 42,394$1,834,3881.31%
INVENIO WEALTH PARTNERS LLC 28,983$1,254,0941.14%
Forefront Analytics, LLC 33,175$1,435,4850.81%
HOWARD WEALTH MANAGEMENT, LLC 19,655$850,4720.78%
9258 Wealth Management, LLC 86,647$3,749,2160.73%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 57,638$2,4940.62%
Linscomb Wealth, Inc. 241,714$10,458,9700.61%
View complete list of WISDOMTREE TR shareholders