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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,808,000 | +8.7% | 99,032 | +0.7% | 1.26% | -1.7% |
| Q3 2019 | $3,503,000 | +58.1% | 98,392 | +59.3% | 1.28% | +48.0% |
| Q2 2019 | $2,216,000 | +8.3% | 61,774 | +9.0% | 0.86% | +2.6% |
| Q1 2019 | $2,047,000 | +13.5% | 56,687 | +0.7% | 0.84% | -2.5% |
| Q4 2018 | $1,804,000 | -36.0% | 56,292 | -20.4% | 0.86% | -30.7% |
| Q3 2018 | $2,817,000 | +0.8% | 70,704 | -2.1% | 1.24% | -8.7% |
| Q2 2018 | $2,794,000 | +19.9% | 72,224 | +10.7% | 1.36% | +11.6% |
| Q1 2018 | $2,330,000 | – | 65,219 | – | 1.22% | – |
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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% |