WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 110 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,435,485 | -4.9% | 33,175 | -1.5% | 0.81% | -5.5% |
| Q2 2023 | $1,509,976 | -18.0% | 33,697 | -20.9% | 0.86% | -9.3% |
| Q1 2023 | $1,841,416 | -1.9% | 42,609 | -3.4% | 0.95% | -5.2% |
| Q4 2022 | $1,877,819 | -14.7% | 44,090 | -21.5% | 1.00% | -14.7% |
| Q3 2022 | $2,202,000 | -5.6% | 56,188 | -0.9% | 1.17% | +3.8% |
| Q2 2022 | $2,332,000 | -56.7% | 56,680 | -49.5% | 1.13% | -43.4% |
| Q1 2022 | $5,381,000 | -6.5% | 112,173 | +0.2% | 2.00% | +3.7% |
| Q4 2021 | $5,755,000 | -35.5% | 111,972 | -39.3% | 1.93% | -40.8% |
| Q3 2021 | $8,917,000 | -0.3% | 184,423 | +1.9% | 3.25% | -8.3% |
| Q2 2021 | $8,942,000 | +6.9% | 180,948 | +2.5% | 3.55% | -0.5% |
| Q1 2021 | $8,363,000 | +14.5% | 176,517 | -5.9% | 3.56% | +12.3% |
| Q4 2020 | $7,305,000 | +39.1% | 187,529 | +6.7% | 3.17% | +29.4% |
| Q3 2020 | $5,253,000 | +273.3% | 175,807 | +254.6% | 2.45% | +184.2% |
| Q2 2020 | $1,407,000 | -99.8% | 49,583 | +21.2% | 0.86% | +18.4% |
| Q1 2020 | $913,397,000 | +31982.8% | 40,900 | -44.8% | 0.73% | -34.1% |
| Q4 2019 | $2,847,000 | +34.9% | 74,050 | +25.3% | 1.11% | +27.2% |
| Q3 2019 | $2,110,000 | +133.1% | 59,115 | +134.4% | 0.87% | +126.0% |
| Q2 2019 | $905,000 | +20.3% | 25,215 | +21.4% | 0.38% | -19.6% |
| Q1 2019 | $752,000 | -54.1% | 20,766 | -59.3% | 0.48% | -47.2% |
| Q4 2018 | $1,637,000 | -52.5% | 51,024 | -40.9% | 0.91% | -42.0% |
| Q3 2018 | $3,443,000 | +3.8% | 86,300 | +0.6% | 1.56% | +1.3% |
| Q2 2018 | $3,318,000 | +42.5% | 85,779 | +31.8% | 1.54% | +18.3% |
| Q1 2018 | $2,329,000 | -26.9% | 65,097 | -26.0% | 1.30% | -31.2% |
| Q4 2017 | $3,185,000 | – | 87,938 | – | 1.90% | – |
Download | ||||||
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% |