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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $255,000 | -55.5% | 11,417 | -23.4% | 0.04% | -46.8% |
| Q4 2019 | $573,000 | -6.2% | 14,910 | -21.9% | 0.08% | -18.1% |
| Q4 2018 | $611,000 | -21.8% | 19,084 | -3.8% | 0.09% | -13.0% |
| Q3 2018 | $781,000 | -1.8% | 19,840 | -3.5% | 0.11% | -0.9% |
| Q2 2018 | $795,000 | +6.6% | 20,553 | -1.5% | 0.11% | +6.9% |
| Q1 2018 | $746,000 | -4.0% | 20,872 | -2.7% | 0.10% | +1.0% |
| Q4 2017 | $777,000 | -1.0% | 21,443 | -4.5% | 0.10% | -4.7% |
| Q3 2017 | $785,000 | +3.6% | 22,447 | -2.7% | 0.11% | +1.0% |
| Q2 2017 | $758,000 | +0.4% | 23,068 | -1.6% | 0.10% | -0.9% |
| Q1 2017 | $755,000 | -2.5% | 23,434 | +195.8% | 0.11% | -3.6% |
| Q4 2016 | $774,000 | +11.2% | 7,923 | -3.3% | 0.11% | +7.8% |
| Q3 2016 | $696,000 | +4.5% | 8,190 | -2.8% | 0.10% | 0.0% |
| Q2 2016 | $666,000 | -3.3% | 8,429 | -5.8% | 0.10% | -5.6% |
| Q1 2016 | $689,000 | – | 8,951 | – | 0.11% | – |
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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 Wealth, Inc. | 241,714 | $10,458,970 | 0.61% |