WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 117 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,323 | -4.5% | 7,981 | -1.1% | 0.07% | +4.4% |
| Q2 2023 | $361,558 | +7.9% | 8,069 | +4.1% | 0.07% | 0.0% |
| Q1 2023 | $335,119 | -7.1% | 7,754 | -8.5% | 0.07% | +41.7% |
| Q4 2022 | $360,794 | -0.9% | 8,471 | -8.8% | 0.05% | -46.1% |
| Q3 2022 | $364,000 | -7.4% | 9,288 | -2.8% | 0.09% | +11.2% |
| Q2 2022 | $393,000 | -19.8% | 9,553 | -6.5% | 0.08% | -8.0% |
| Q1 2022 | $490,000 | -8.1% | 10,221 | -1.4% | 0.09% | -2.2% |
| Q4 2021 | $533,000 | +16.9% | 10,365 | +9.8% | 0.09% | +9.9% |
| Q3 2021 | $456,000 | -2.1% | 9,441 | +0.0% | 0.08% | -4.7% |
| Q2 2021 | $466,000 | +60.1% | 9,440 | +53.9% | 0.08% | +26.9% |
| Q1 2021 | $291,000 | -13.6% | 6,134 | -29.3% | 0.07% | -20.2% |
| Q4 2020 | $337,000 | -1.2% | 8,677 | -24.0% | 0.08% | -24.3% |
| Q3 2020 | $341,000 | -19.6% | 11,414 | -23.6% | 0.11% | -31.5% |
| Q2 2020 | $424,000 | -44.5% | 14,937 | -56.3% | 0.16% | -53.6% |
| Q1 2020 | $764,000 | -43.3% | 34,213 | -2.4% | 0.35% | -31.0% |
| Q4 2019 | $1,348,000 | +5.0% | 35,048 | -2.8% | 0.51% | -12.3% |
| Q3 2019 | $1,284,000 | +2.0% | 36,062 | +1.7% | 0.58% | +6.3% |
| Q2 2019 | $1,259,000 | +10.1% | 35,448 | +12.0% | 0.54% | -7.3% |
| Q1 2019 | $1,143,000 | +46.2% | 31,653 | +29.7% | 0.59% | +13.8% |
| Q4 2018 | $782,000 | +11.9% | 24,409 | +39.1% | 0.52% | +23.5% |
| Q3 2018 | $699,000 | +50.6% | 17,552 | +46.4% | 0.42% | -15.9% |
| Q2 2018 | $464,000 | +64.0% | 11,989 | +48.2% | 0.50% | +137.3% |
| Q1 2018 | $283,000 | +988.5% | 8,092 | +1031.7% | 0.21% | +1000.0% |
| Q4 2017 | $26,000 | +73.3% | 715 | +63.2% | 0.02% | +46.2% |
| Q3 2017 | $15,000 | +150.0% | 438 | +139.3% | 0.01% | +116.7% |
| Q2 2017 | $6,000 | 0.0% | 183 | +0.5% | 0.01% | 0.0% |
| Q1 2017 | $6,000 | 0.0% | 182 | +198.4% | 0.01% | -25.0% |
| Q4 2016 | $6,000 | – | 61 | – | 0.01% | – |
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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% |