WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 112 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $641,000 | -17.3% | 15,249 | -5.3% | 0.03% | -10.0% |
| Q1 2022 | $775,000 | -7.1% | 16,109 | +0.3% | 0.03% | -23.1% |
| Q4 2021 | $834,000 | +6.1% | 16,055 | -1.2% | 0.04% | +2.6% |
| Q3 2021 | $786,000 | -11.9% | 16,254 | -10.0% | 0.04% | -5.0% |
| Q2 2021 | $892,000 | -3.4% | 18,051 | -7.4% | 0.04% | -16.7% |
| Q1 2021 | $923,000 | +17.3% | 19,487 | -3.6% | 0.05% | +14.3% |
| Q4 2020 | $787,000 | +30.7% | 20,212 | +0.3% | 0.04% | -16.0% |
| Q3 2020 | $602,000 | +3.4% | 20,145 | -3.6% | 0.05% | -7.4% |
| Q2 2020 | $582,000 | +32.6% | 20,897 | -0.6% | 0.05% | +35.0% |
| Q1 2020 | $439,000 | -46.3% | 21,016 | -1.0% | 0.04% | -32.2% |
| Q4 2019 | $817,000 | +3.9% | 21,238 | -5.6% | 0.06% | -1.7% |
| Q3 2019 | $786,000 | -2.0% | 22,490 | +0.6% | 0.06% | 0.0% |
| Q2 2019 | $802,000 | +12.6% | 22,352 | +14.9% | 0.06% | 0.0% |
| Q1 2019 | $712,000 | +3.9% | 19,446 | -1.1% | 0.06% | -1.6% |
| Q4 2018 | $685,000 | -69.3% | 19,665 | -64.9% | 0.06% | -78.1% |
| Q3 2018 | $2,230,000 | +44.7% | 55,983 | +29.8% | 0.28% | +193.7% |
| Q1 2018 | $1,541,000 | +3.0% | 43,130 | +5.8% | 0.10% | -39.5% |
| Q4 2017 | $1,496,000 | – | 40,774 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 238,723 | $9,351,000 | 9.12% |
| Kathleen S. Wright Associates Inc. | 179,241 | $7,021,000 | 5.69% |
| Essential Planning, LLC. | 20,757 | $813,000 | 4.69% |
| 3D/L Capital Management, LLC | 242,702 | $9,507,000 | 2.82% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 102,180 | $4,002,000 | 1.64% |
| HERBST GROUP, LLC | 43,439 | $1,702,000 | 1.40% |
| Forefront Analytics, LLC | 56,188 | $2,202,000 | 1.17% |
| PSI Advisors, LLC | 55,852 | $2,188,000 | 1.15% |
| Oxler Private Wealth LLC | 42,648 | $1,670,611,000 | 0.93% |
| 9258 Wealth Management, LLC | 91,090 | $3,568,000 | 0.91% |