WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 112 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $439,000 | – | 12,294 | – | 0.27% | – |
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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% |