WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 113 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $23,000 | – | 815 | – | 0.00% | – |
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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 & Williams, Inc. | 241,714 | $10,458,970 | 0.61% |