WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 70 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $283,000 | +26.3% | 8,800 | +284.3% | 0.21% | +18.2% |
| Q4 2016 | $224,000 | -8.9% | 2,290 | -26.5% | 0.18% | -14.2% |
| Q2 2016 | $246,000 | -8.6% | 3,115 | -10.9% | 0.21% | -9.8% |
| Q1 2016 | $269,000 | -1.1% | 3,495 | -2.5% | 0.23% | -4.1% |
| Q4 2015 | $272,000 | -33.8% | 3,585 | -35.9% | 0.24% | -42.9% |
| Q3 2015 | $411,000 | -29.7% | 5,593 | -16.2% | 0.43% | -22.5% |
| Q2 2015 | $585,000 | +15.2% | 6,674 | +10.8% | 0.55% | +7.8% |
| Q1 2015 | $508,000 | +1.4% | 6,023 | -0.5% | 0.51% | -3.0% |
| Q4 2014 | $501,000 | – | 6,052 | – | 0.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 194,984 | $10,022,000 | 8.34% |
| Kathleen S. Wright Associates Inc. | 177,299 | $9,113,000 | 6.70% |
| 3D/L Capital Management, LLC | 303,036 | $15,576,000 | 3.64% |
| BlackDiamond Wealth Management, LLC | 40,294 | $2,071,000 | 2.38% |
| Forefront Analytics, LLC | 111,972 | $5,755,000 | 1.93% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 101,462 | $5,215,000 | 1.59% |
| HERBST GROUP, LLC | 46,634 | $2,397,000 | 1.48% |
| PSI Advisors, LLC | 66,953 | $3,442,000 | 1.40% |
| 9258 Wealth Management, LLC | 92,840 | $4,772,000 | 1.09% |
| Linscomb Wealth, Inc. | 369,688 | $19,002,000 | 0.91% |