WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 53 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $271,000 | +25.5% | 5,266 | +17.6% | 0.01% | +16.7% |
| Q3 2021 | $216,000 | -0.9% | 4,476 | +1.1% | 0.01% | 0.0% |
| Q2 2021 | $218,000 | +73.0% | 4,428 | +65.3% | 0.01% | +50.0% |
| Q1 2021 | $126,000 | +530.0% | 2,678 | +1034.7% | 0.01% | +100.0% |
| Q2 2015 | $20,000 | 0.0% | 236 | 0.0% | 0.00% | -55.6% |
| Q1 2015 | $20,000 | +5.3% | 236 | 0.0% | 0.01% | -25.0% |
| Q4 2014 | $19,000 | 0.0% | 236 | 0.0% | 0.01% | +100.0% |
| Q3 2014 | $19,000 | -5.0% | 236 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $20,000 | +5.3% | 236 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $19,000 | 0.0% | 236 | 0.0% | 0.01% | -14.3% |
| Q4 2013 | $19,000 | +11.8% | 236 | 0.0% | 0.01% | +16.7% |
| Q3 2013 | $17,000 | +13.3% | 236 | 0.0% | 0.01% | -14.3% |
| Q2 2013 | $15,000 | – | 236 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 278,617 | $13,131,224 | 7.46% |
| Kathleen S. Wright Associates Inc. | 140,921 | $6,641,592 | 3.05% |
| INVENIO WEALTH PARTNERS LLC | 121,422 | $5,722,619 | 2.84% |
| HERBST GROUP, LLC | 33,334 | $1,571,031 | 0.96% |
| New Perspectives, Inc | 32,087 | $1,512,265 | 0.81% |
| Freedom Investment Management, Inc. | 193,550 | $9,122,026 | 0.75% |
| HOWARD WEALTH MANAGEMENT, LLC | 19,655 | $926,340 | 0.73% |
| Forefront Analytics, LLC | 30,424 | $1,433,787 | 0.69% |
| 9258 Wealth Management, LLC | 86,347 | $4,069,534 | 0.63% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 57,190 | $2,695,365 | 0.56% |