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 | $78,449 | -3.4% | 1,813 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $81,241 | +3.7% | 1,813 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $78,358 | +1.5% | 1,813 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $77,216 | +8.8% | 1,813 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $71,000 | -5.3% | 1,813 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $75,000 | -37.0% | 1,813 | -26.8% | 0.01% | -27.3% |
| Q1 2022 | $119,000 | -6.3% | 2,478 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $127,000 | +5.8% | 2,478 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $120,000 | -1.6% | 2,478 | 0.0% | 0.01% | -33.3% |
| Q2 2021 | $122,000 | +4.3% | 2,478 | 0.0% | 0.02% | -25.0% |
| Q1 2021 | $117,000 | +21.9% | 2,478 | 0.0% | 0.02% | +20.0% |
| Q4 2020 | $96,000 | +29.7% | 2,478 | 0.0% | 0.02% | +11.1% |
| Q3 2020 | $74,000 | +5.7% | 2,478 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $70,000 | +27.3% | 2,478 | 0.0% | 0.02% | +12.5% |
| Q1 2020 | $55,000 | -42.1% | 2,478 | 0.0% | 0.02% | -30.4% |
| Q4 2019 | $95,000 | +8.0% | 2,478 | 0.0% | 0.02% | +4.5% |
| Q3 2019 | $88,000 | -1.1% | 2,478 | 0.0% | 0.02% | -4.3% |
| Q2 2019 | $89,000 | 0.0% | 2,478 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $89,000 | +12.7% | 2,478 | 0.0% | 0.02% | +9.5% |
| Q4 2018 | $79,000 | -20.2% | 2,478 | 0.0% | 0.02% | -16.0% |
| Q3 2018 | $99,000 | +3.1% | 2,478 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $96,000 | 0.0% | 2,478 | -8.2% | 0.02% | 0.0% |
| Q1 2018 | $96,000 | -2.0% | 2,700 | 0.0% | 0.02% | +4.2% |
| Q4 2017 | $98,000 | +4.3% | 2,700 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $94,000 | +5.6% | 2,700 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $89,000 | +1.1% | 2,700 | +200.0% | 0.02% | 0.0% |
| Q1 2017 | $88,000 | 0.0% | 900 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $88,000 | +15.8% | 900 | 0.0% | 0.02% | +9.1% |
| Q3 2016 | $76,000 | +7.0% | 900 | 0.0% | 0.02% | +10.0% |
| Q2 2016 | $71,000 | +2.9% | 900 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $69,000 | +1.5% | 900 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $68,000 | +3.0% | 900 | 0.0% | 0.02% | -31.0% |
| Q3 2015 | $66,000 | -56.9% | 900 | -50.2% | 0.03% | -63.3% |
| Q2 2015 | $153,000 | 0.0% | 1,807 | +0.1% | 0.08% | +9.7% |
| Q1 2015 | $153,000 | +2.7% | 1,805 | +0.2% | 0.07% | +200.0% |
| Q4 2014 | $149,000 | 0.0% | 1,802 | -8.0% | 0.02% | -7.7% |
| Q3 2014 | $149,000 | -8.0% | 1,959 | +0.1% | 0.03% | -13.3% |
| Q2 2014 | $162,000 | -100.0% | 1,957 | -81.8% | 0.03% | -93.8% |
| Q1 2014 | $878,114,000 | +36185.7% | 10,765 | -63.7% | 0.49% | -53.9% |
| Q4 2013 | $2,420,000 | +7.9% | 29,640 | -2.2% | 1.05% | +0.7% |
| Q3 2013 | $2,242,000 | -99.9% | 30,304 | -8.6% | 1.05% | -5.8% |
| Q2 2013 | $2,216,119,000 | – | 33,170 | – | 1.11% | – |
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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% |