Capital Asset Advisory Services LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 138 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$11,000
+10.0%
2750.0%0.00%0.0%
Q4 2019$10,0002750.00%
Other shareholders
WISDOMTREE TR shareholders Q4 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