WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 63 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $400,000 | +67.4% | 10,289 | +28.3% | 0.04% | +45.8% |
| Q3 2020 | $239,000 | -26.9% | 8,017 | -30.4% | 0.02% | -31.4% |
| Q2 2020 | $327,000 | -98.8% | 11,520 | -99.1% | 0.04% | -98.9% |
| Q1 2020 | $27,582,000 | -38.5% | 1,235,213 | +5.9% | 3.16% | -23.0% |
| Q4 2019 | $44,833,000 | +9.8% | 1,166,010 | +1.7% | 4.11% | +2.6% |
| Q3 2019 | $40,816,000 | -1.3% | 1,146,507 | -0.5% | 4.00% | -1.7% |
| Q2 2019 | $41,363,000 | +1.3% | 1,152,826 | +2.0% | 4.07% | +3.2% |
| Q1 2019 | $40,832,000 | +21.1% | 1,130,755 | +7.4% | 3.95% | +4.1% |
| Q4 2018 | $33,721,000 | -10.2% | 1,052,479 | +11.7% | 3.79% | -0.5% |
| Q3 2018 | $37,531,000 | +5.0% | 942,045 | +2.0% | 3.81% | -1.2% |
| Q2 2018 | $35,745,000 | +15.7% | 923,875 | +4.6% | 3.86% | +1.1% |
| Q1 2018 | $30,901,000 | -4.6% | 883,642 | -1.2% | 3.82% | +0.6% |
| Q4 2017 | $32,389,000 | +4.8% | 894,224 | +1.2% | 3.80% | -0.5% |
| Q3 2017 | $30,901,000 | +7.9% | 883,642 | +1.3% | 3.82% | +2.9% |
| Q2 2017 | $28,641,000 | +2.3% | 872,138 | +0.4% | 3.71% | -2.2% |
| Q1 2017 | $27,986,000 | +3.6% | 868,852 | +214.1% | 3.80% | -5.7% |
| Q4 2016 | $27,005,000 | +14.7% | 276,607 | -0.2% | 4.02% | +9.8% |
| Q3 2016 | $23,553,000 | +29.9% | 277,293 | +20.8% | 3.67% | +25.1% |
| Q2 2016 | $18,138,000 | +7.1% | 229,592 | +4.3% | 2.93% | +4.5% |
| Q1 2016 | $16,941,000 | +11.3% | 220,214 | +9.7% | 2.80% | +6.5% |
| Q4 2015 | $15,216,000 | +5.1% | 200,744 | +2.0% | 2.63% | -2.4% |
| Q3 2015 | $14,472,000 | -10.1% | 196,903 | +3.6% | 2.70% | -8.8% |
| Q2 2015 | $16,097,000 | +6.4% | 190,092 | +6.2% | 2.96% | +7.2% |
| Q1 2015 | $15,133,000 | +8.0% | 179,077 | +5.7% | 2.76% | -45.7% |
| Q4 2014 | $14,014,000 | +10.9% | 169,396 | +2.0% | 5.09% | -5.5% |
| Q3 2014 | $12,634,000 | -5.0% | 166,080 | +3.2% | 5.38% | -5.3% |
| Q2 2014 | $13,298,000 | +11.2% | 160,936 | +9.8% | 5.69% | +0.7% |
| Q1 2014 | $11,958,000 | +3326.4% | 146,598 | +3324.4% | 5.65% | +2614.4% |
| Q4 2013 | $349,000 | – | 4,281 | – | 0.21% | – |
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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 Wealth, Inc. | 241,714 | $10,458,970 | 0.61% |