NewSquare Capital LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 108 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$975,355
-3.2%
20,695
+3.0%
0.08%
-5.6%
Q1 2024$1,007,412
+32.2%
20,100
+31.4%
0.09%
+21.9%
Q4 2023$761,997
-1.4%
15,295
-14.4%
0.07%
-11.0%
Q3 2023$772,802
-2.9%
17,860
+0.5%
0.08%
-1.2%
Q2 2023$796,274
+5.6%
17,770
+1.8%
0.08%
-6.7%
Q1 2023$754,189
+5.8%
17,450
+4.3%
0.09%0.0%
Q4 2022$712,531
+12.6%
16,730
+3.5%
0.09%
+12.7%
Q3 2022$633,000
+89.0%
16,170
+98.5%
0.08%
+83.7%
Q2 2022$335,000
-11.4%
8,145
+3.2%
0.04%
+7.5%
Q1 2022$378,000
+32.6%
7,890
+42.2%
0.04%
+33.3%
Q4 2021$285,000
+50.8%
5,550
+42.1%
0.03%
+36.4%
Q3 2021$189,000
+6.8%
3,905
+9.1%
0.02%
+4.8%
Q2 2021$177,000
+13.5%
3,580
+8.8%
0.02%
+5.0%
Q1 2021$156,000
+33.3%
3,290
+9.8%
0.02%
+25.0%
Q4 2020$117,000
+192.5%
2,995
+126.0%
0.02%
+166.7%
Q3 2020$40,000
+73.9%
1,325
+62.6%
0.01%
+50.0%
Q2 2020$23,0008150.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 450,142$13,446,0003.74%
Forefront Analytics, LLC 175,807$5,253,0002.45%
PSI Advisors, LLC 72,466$2,164,0001.65%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 100,353$2,998,0001.55%
Savant Capital, LLC 599,055$17,894,0001.22%
9258 Wealth Management, LLC 96,365$2,959,0001.12%
Linscomb Wealth, Inc. 494,862$14,782,0001.02%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 37,310$1,114,0000.90%
ACG Wealth 180,171$5,382,0000.81%
Tennessee Valley Asset Management Partners 44,382$1,326,0000.78%
View complete list of WISDOMTREE TR shareholders