Essex Savings Bank - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 122 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Essex Savings Bank ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2024$209,2020.0%4,2000.0%0.06%0.0%
Q4 2023$209,202
+4.1%
4,2000.0%0.06%
-7.6%
Q1 2022$201,000
-6.9%
4,2000.0%0.07%
-9.6%
Q4 2021$216,000
+4.3%
4,2000.0%0.07%
-2.7%
Q3 2021$207,000
-1.4%
4,2000.0%0.08%
-7.4%
Q2 2021$210,000
+39.1%
4,2000.0%0.08%
+52.8%
Q2 2019$151,000
-0.7%
4,2000.0%0.05%
-38.4%
Q1 2019$152,000
+12.6%
4,2000.0%0.09%
+1.2%
Q4 2018$135,0004,2000.08%
Other shareholders
WISDOMTREE TR shareholders Q2 2019
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 450,142$13,446,0003.74%
Forefront Analytics, LLC 175,807$5,253,0002.45%
PSI Advisors, LLC 72,466$2,164,0001.65%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 100,353$2,998,0001.55%
Savant Capital, LLC 599,055$17,894,0001.22%
9258 Wealth Management, LLC 96,365$2,959,0001.12%
Linscomb Wealth, Inc. 494,862$14,782,0001.02%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 37,310$1,114,0000.90%
ACG Wealth 180,171$5,382,0000.81%
Tennessee Valley Asset Management Partners 44,382$1,326,0000.78%
View complete list of WISDOMTREE TR shareholders