WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 99 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,061,000 | +28.9% | 53,579 | +19.3% | 0.01% | +16.7% |
| Q3 2019 | $1,599,000 | +18.2% | 44,898 | +19.2% | 0.01% | +20.0% |
| Q2 2019 | $1,353,000 | +23.3% | 37,673 | +24.0% | 0.01% | +11.1% |
| Q1 2019 | $1,097,000 | +44.5% | 30,372 | +28.3% | 0.01% | +28.6% |
| Q4 2018 | $759,000 | -20.9% | 23,679 | -1.6% | 0.01% | -30.0% |
| Q3 2018 | $959,000 | +11.6% | 24,066 | +8.4% | 0.01% | -16.7% |
| Q2 2018 | $859,000 | +6.3% | 22,206 | -1.7% | 0.01% | +9.1% |
| Q1 2018 | $808,000 | -3.7% | 22,600 | -2.3% | 0.01% | 0.0% |
| Q4 2017 | $839,000 | -4.2% | 23,142 | -7.6% | 0.01% | -21.4% |
| Q3 2017 | $876,000 | +6.4% | 25,055 | +0.0% | 0.01% | 0.0% |
| Q2 2017 | $823,000 | -2.3% | 25,052 | -4.2% | 0.01% | -17.6% |
| Q1 2017 | $842,000 | -4.2% | 26,144 | +190.4% | 0.02% | -15.0% |
| Q4 2016 | $879,000 | +20.4% | 9,002 | +4.7% | 0.02% | +11.1% |
| Q3 2016 | $730,000 | +8.0% | 8,594 | +0.1% | 0.02% | 0.0% |
| Q2 2016 | $676,000 | – | 8,585 | – | 0.02% | – |
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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% |