WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 113 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,291,000 | +23.9% | 27,256 | +1.8% | 0.13% | +20.0% |
| Q4 2020 | $1,042,000 | +30.4% | 26,774 | +0.1% | 0.10% | +18.0% |
| Q3 2020 | $799,000 | +27.8% | 26,735 | +21.4% | 0.09% | +15.6% |
| Q2 2020 | $625,000 | +19.5% | 22,024 | -6.0% | 0.08% | 0.0% |
| Q1 2020 | $523,000 | -46.7% | 23,438 | -8.2% | 0.08% | -33.0% |
| Q4 2019 | $982,000 | +223.0% | 25,536 | +212.8% | 0.12% | +194.9% |
| Q3 2019 | $304,000 | -65.9% | 8,163 | -67.1% | 0.04% | -66.1% |
| Q2 2019 | $891,000 | +6.8% | 24,845 | +7.6% | 0.12% | +4.5% |
| Q1 2019 | $834,000 | +6.1% | 23,090 | +4.4% | 0.11% | 0.0% |
| Q4 2018 | $786,000 | -41.4% | 22,109 | -34.4% | 0.11% | -33.7% |
| Q3 2018 | $1,342,000 | +2.2% | 33,681 | -0.8% | 0.17% | -4.6% |
| Q2 2018 | $1,313,000 | -1.6% | 33,946 | -9.1% | 0.17% | +4.2% |
| Q1 2018 | $1,334,000 | -2.8% | 37,349 | -1.4% | 0.17% | +0.6% |
| Q4 2017 | $1,372,000 | – | 37,887 | – | 0.17% | – |
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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 & Williams, Inc. | 241,714 | $10,458,970 | 0.61% |