WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 107 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $388,000 | -38.4% | 17,386 | +6.0% | 0.42% | -8.1% |
| Q4 2019 | $630,000 | +2.4% | 16,398 | -5.0% | 0.46% | -3.8% |
| Q3 2019 | $615,000 | +16.7% | 17,264 | +17.6% | 0.47% | +19.1% |
| Q2 2019 | $527,000 | -0.4% | 14,678 | +0.2% | 0.40% | +1.5% |
| Q1 2019 | $529,000 | +12.8% | 14,642 | 0.0% | 0.39% | +5.1% |
| Q4 2018 | $469,000 | -19.0% | 14,642 | +0.8% | 0.37% | -8.4% |
| Q3 2018 | $579,000 | -0.9% | 14,524 | -3.8% | 0.41% | -5.4% |
| Q2 2018 | $584,000 | +9.0% | 15,093 | +0.5% | 0.43% | +6.7% |
| Q1 2018 | $536,000 | -17.4% | 15,013 | -16.2% | 0.40% | -15.2% |
| Q4 2017 | $649,000 | – | 17,912 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 976,317 | $34,142,000 | 8.12% |
| SVA Wealth Management, LLC | 883,642 | $30,901,000 | 3.82% |
| TMD & ASSOCIATES, INC | 90,775 | $3,174,000 | 2.94% |
| Linscomb Wealth, Inc. | 539,960 | $18,882,000 | 1.62% |
| Kelman-Lazarov, Inc. | 80,114 | $2,802,000 | 1.48% |
| CUTLER INVESTMENT COUNSEL LLC | 141,165 | $4,937,000 | 1.15% |
| CULBERTSON A N & CO INC | 64,277 | $2,248,000 | 0.69% |
| Clearwater Capital Advisors, LLC | 60,007 | $2,113,000 | 0.49% |
| MOLLER WEALTH PARTNERS | 18,699 | $654,000 | 0.25% |
| Covenant Asset Management, LLC | 10,045 | $351,000 | 0.21% |