WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 117 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271,363 | -14.0% | 6,704 | +0.8% | 0.02% | -6.2% |
| Q2 2023 | $315,606 | +40.9% | 6,654 | +26.5% | 0.02% | -23.8% |
| Q4 2020 | $224,000 | -32.3% | 5,262 | -62.6% | 0.02% | -58.8% |
| Q1 2020 | $331,000 | -38.6% | 14,061 | 0.0% | 0.05% | -22.7% |
| Q4 2019 | $539,000 | +4.9% | 14,061 | 0.0% | 0.07% | -8.3% |
| Q3 2019 | $514,000 | +4.7% | 14,061 | 0.0% | 0.07% | +2.9% |
| Q2 2019 | $491,000 | -9.7% | 14,061 | -2.5% | 0.07% | -13.6% |
| Q1 2019 | $544,000 | +12.4% | 14,426 | +3.7% | 0.08% | +12.5% |
| Q4 2018 | $484,000 | -1.6% | 13,908 | 0.0% | 0.07% | -1.4% |
| Q3 2018 | $492,000 | -8.6% | 13,908 | 0.0% | 0.07% | -13.1% |
| Q2 2018 | $538,000 | +8.2% | 13,908 | 0.0% | 0.08% | -1.2% |
| Q1 2018 | $497,000 | -1.4% | 13,908 | 0.0% | 0.08% | +3.7% |
| Q4 2017 | $504,000 | +3.7% | 13,908 | 0.0% | 0.08% | -1.2% |
| Q3 2017 | $486,000 | -33.0% | 13,908 | -6.0% | 0.08% | -56.1% |
| Q2 2017 | $725,000 | +696.7% | 14,796 | +426.4% | 0.19% | +626.9% |
| Q1 2017 | $91,000 | 0.0% | 2,811 | +200.0% | 0.03% | -21.2% |
| Q4 2016 | $91,000 | +13.8% | 937 | 0.0% | 0.03% | +3.1% |
| Q3 2016 | $80,000 | +8.1% | 937 | 0.0% | 0.03% | -11.1% |
| Q2 2016 | $74,000 | +2.8% | 937 | 0.0% | 0.04% | -2.7% |
| Q1 2016 | $72,000 | +1.4% | 937 | 0.0% | 0.04% | +8.8% |
| Q4 2015 | $71,000 | +2.9% | 937 | 0.0% | 0.03% | -10.5% |
| Q3 2015 | $69,000 | -39.5% | 937 | -31.0% | 0.04% | -26.9% |
| Q2 2015 | $114,000 | +100.0% | 1,358 | +98.0% | 0.05% | +108.0% |
| Q1 2015 | $57,000 | – | 686 | – | 0.02% | – |
Download | ||||||
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% |