Kelman-Lazarov, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 113 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kelman-Lazarov, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$256,000
+14.8%
5,412
-5.4%
0.09%
+5.8%
Q4 2020$223,000
-9.3%
5,723
-34.1%
0.09%
-24.6%
Q2 2020$246,000
-36.6%
8,685
-50.0%
0.11%
-45.2%
Q1 2020$388,000
-81.5%
17,362
-68.1%
0.21%
-77.9%
Q4 2019$2,095,000
-4.8%
54,478
-11.9%
0.94%
-13.2%
Q3 2019$2,201,000
-4.1%
61,835
-3.3%
1.08%
-7.7%
Q2 2019$2,294,000
-5.8%
63,948
-5.2%
1.18%
-8.5%
Q1 2019$2,436,000
+6.9%
67,466
-5.1%
1.28%
-9.3%
Q4 2018$2,278,000
-21.3%
71,090
-2.2%
1.42%
-16.4%
Q3 2018$2,895,000
-3.8%
72,657
-6.6%
1.69%
+4.9%
Q2 2018$3,009,000
+7.3%
77,761
-0.9%
1.62%
+7.2%
Q1 2018$2,803,000
-2.5%
78,457
-1.2%
1.51%
+2.6%
Q4 2017$2,876,000
+2.6%
79,417
-0.9%
1.47%
-0.7%
Q3 2017$2,802,000
+11.8%
80,114
+5.0%
1.48%
+7.6%
Q2 2017$2,506,000
+8.1%
76,313
+6.0%
1.37%
-8.0%
Q1 2017$2,319,000
-99.9%
72,000
+201.3%
1.49%
+13.4%
Q4 2016$2,332,771,000
+21.9%
23,894
+5.4%
1.32%
+21.3%
Q3 2016$1,913,851,000
+17.7%
22,680
+10.8%
1.08%
+16.8%
Q2 2016$1,625,523,000
+121844.7%
20,470
+18.0%
0.93%
+19.1%
Q1 2016$1,333,00017,3430.78%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 450,142$13,446,0003.74%
Forefront Analytics, LLC 175,807$5,253,0002.45%
PSI Advisors, LLC 72,466$2,164,0001.65%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 100,353$2,998,0001.55%
Savant Capital, LLC 599,055$17,894,0001.22%
9258 Wealth Management, LLC 96,365$2,959,0001.12%
Linscomb & Williams, Inc. 494,862$14,782,0001.02%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 37,310$1,114,0000.90%
ACG Wealth 180,171$5,382,0000.81%
Tennessee Valley Asset Management Partners 44,382$1,326,0000.78%
View complete list of WISDOMTREE TR shareholders