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 2020 | $118,000 | +5.4% | 3,959 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $112,000 | +27.3% | 3,959 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $88,000 | -47.6% | 3,959 | -9.2% | 0.02% | -58.3% |
| Q4 2019 | $168,000 | +3.1% | 4,359 | -4.9% | 0.05% | -2.0% |
| Q3 2019 | $163,000 | +4.5% | 4,584 | +5.6% | 0.05% | -5.8% |
| Q2 2019 | $156,000 | +500.0% | 4,341 | +442.6% | 0.05% | +420.0% |
| Q4 2018 | $26,000 | -18.8% | 800 | 0.0% | 0.01% | -23.1% |
| Q3 2018 | $32,000 | – | 800 | – | 0.01% | – |
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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% |