Chicago Partners Investment Group LLC - WISDOMTREE TR ownership

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
Chicago Partners Investment Group LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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%
14,0610.0%0.05%
-22.7%
Q4 2019$539,000
+4.9%
14,0610.0%0.07%
-8.3%
Q3 2019$514,000
+4.7%
14,0610.0%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%
13,9080.0%0.07%
-1.4%
Q3 2018$492,000
-8.6%
13,9080.0%0.07%
-13.1%
Q2 2018$538,000
+8.2%
13,9080.0%0.08%
-1.2%
Q1 2018$497,000
-1.4%
13,9080.0%0.08%
+3.7%
Q4 2017$504,000
+3.7%
13,9080.0%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$91,0000.0%2,811
+200.0%
0.03%
-21.2%
Q4 2016$91,000
+13.8%
9370.0%0.03%
+3.1%
Q3 2016$80,000
+8.1%
9370.0%0.03%
-11.1%
Q2 2016$74,000
+2.8%
9370.0%0.04%
-2.7%
Q1 2016$72,000
+1.4%
9370.0%0.04%
+8.8%
Q4 2015$71,000
+2.9%
9370.0%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$57,0006860.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 207,785$17,559,0005.30%
SVA Wealth Management, LLC 179,077$15,133,0002.76%
CUTLER INVESTMENT COUNSEL LLC 60,458$5,109,0001.65%
Linscomb Wealth, Inc. 119,458$10,095,0001.08%
CUE ADVISORY SERVICES, INC. 6,023$508,0000.51%
MOLLER WEALTH PARTNERS 12,946$1,094,0000.50%
CULBERTSON A N & CO INC 12,450$1,052,0000.42%
LBMC INVESTMENT ADVISORS, LLC 10,581$894,0000.20%
Cambridge Investment Research Advisors, Inc. 80,375$6,792,0000.19%
LVM CAPITAL MANAGEMENT LTD/MI 6,171$521,0000.17%
View complete list of WISDOMTREE TR shareholders