WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 72 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $428,000 | +7.5% | 8,317 | +1.0% | 0.03% | -9.7% |
| Q3 2021 | $398,000 | -5.0% | 8,232 | -2.9% | 0.03% | -8.8% |
| Q2 2021 | $419,000 | +6.6% | 8,481 | +2.2% | 0.03% | -2.9% |
| Q1 2021 | $393,000 | +15.6% | 8,297 | -5.1% | 0.04% | +6.1% |
| Q4 2020 | $340,000 | +31.8% | 8,746 | +1.1% | 0.03% | +17.9% |
| Q3 2020 | $258,000 | -9.2% | 8,647 | -13.7% | 0.03% | -15.2% |
| Q2 2020 | $284,000 | +27.4% | 10,023 | +0.4% | 0.03% | +13.8% |
| Q1 2020 | $223,000 | -48.1% | 9,986 | -10.7% | 0.03% | -34.1% |
| Q4 2019 | $430,000 | +54.7% | 11,181 | +43.4% | 0.04% | +46.7% |
| Q3 2019 | $278,000 | -1.4% | 7,799 | -0.6% | 0.03% | 0.0% |
| Q2 2019 | $282,000 | +70.9% | 7,849 | +52.3% | 0.03% | -11.8% |
| Q4 2018 | $165,000 | -99.9% | 5,153 | +346.5% | 0.03% | +70.0% |
| Q4 2016 | $113,000,000 | +115206.1% | 1,154 | 0.0% | 0.02% | +11.1% |
| Q3 2016 | $98,000 | +292.0% | 1,154 | +249.7% | 0.02% | +100.0% |
| Q4 2015 | $25,000 | -72.5% | 330 | -73.5% | 0.01% | -72.7% |
| Q3 2015 | $91,000 | -13.3% | 1,245 | 0.0% | 0.03% | -8.3% |
| Q2 2015 | $105,000 | -18.0% | 1,245 | -18.3% | 0.04% | -12.2% |
| Q1 2015 | $128,000 | +33.3% | 1,523 | +31.5% | 0.04% | +28.1% |
| Q4 2014 | $96,000 | -49.5% | 1,158 | -53.6% | 0.03% | -15.8% |
| Q3 2014 | $190,000 | +2275.0% | 2,496 | +2500.0% | 0.04% | +850.0% |
| Q2 2014 | $8,000 | – | 96 | – | 0.00% | – |
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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% |