Cottage Street Advisors LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 122 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cottage Street Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$204,000
-56.9%
7,201
-66.0%
0.15%
-64.1%
Q1 2020$473,000
-41.8%
21,183
+0.1%
0.43%
-7.8%
Q4 2019$813,000
+1.9%
21,154
-5.6%
0.46%
-3.8%
Q3 2019$798,000
-0.6%
22,409
+0.1%
0.48%
+0.2%
Q2 2019$803,000
-26.6%
22,381
-26.1%
0.48%
-28.6%
Q1 2019$1,094,000
+13.8%
30,288
+1.0%
0.67%
+4.8%
Q4 2018$961,000
-14.3%
29,988
+6.4%
0.64%
+0.6%
Q3 2018$1,122,000
+7.7%
28,171
+4.6%
0.64%
+3.8%
Q2 2018$1,042,000
+137.4%
26,921
+119.0%
0.61%
+128.7%
Q1 2018$439,00012,2940.27%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 238,723$9,351,0009.12%
Kathleen S. Wright Associates Inc. 179,241$7,021,0005.69%
Essential Planning, LLC. 20,757$813,0004.69%
3D/L Capital Management, LLC 242,702$9,507,0002.82%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 102,180$4,002,0001.64%
HERBST GROUP, LLC 43,439$1,702,0001.40%
Forefront Analytics, LLC 56,188$2,202,0001.17%
PSI Advisors, LLC 55,852$2,188,0001.15%
Oxler Private Wealth LLC 42,648$1,670,611,0000.93%
9258 Wealth Management, LLC 91,090$3,568,0000.91%
View complete list of WISDOMTREE TR shareholders