WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 122 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $446,000 | +8.0% | 11,592 | 0.0% | 0.20% | -5.8% |
| Q3 2019 | $413,000 | -7.2% | 11,592 | -6.6% | 0.21% | -10.4% |
| Q2 2019 | $445,000 | -3.3% | 12,412 | -2.6% | 0.23% | -4.5% |
| Q1 2019 | $460,000 | -19.6% | 12,742 | -11.2% | 0.24% | -16.0% |
| Q4 2018 | $572,000 | 0.0% | 14,357 | 0.0% | 0.29% | 0.0% |
| Q3 2018 | $572,000 | +3.2% | 14,357 | +0.3% | 0.29% | -3.7% |
| Q2 2018 | $554,000 | +17.1% | 14,307 | +8.0% | 0.30% | +9.5% |
| Q1 2018 | $473,000 | +7.7% | 13,252 | +9.3% | 0.27% | +7.1% |
| Q4 2017 | $439,000 | +25.1% | 12,127 | +20.7% | 0.26% | +19.2% |
| Q3 2017 | $351,000 | +6.4% | 10,045 | 0.0% | 0.21% | +1.4% |
| Q2 2017 | $330,000 | +35.8% | 10,045 | +33.0% | 0.21% | +28.7% |
| Q1 2017 | $243,000 | – | 7,550 | – | 0.16% | – |
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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% |