Graves Light Lenhart Wealth, Inc. - WISDOMTREE TR ownership

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
Graves Light Lenhart Wealth, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$160,000
-14.4%
3,9000.0%0.02%
-7.7%
Q1 2022$187,000
-6.5%
3,9000.0%0.03%
-7.1%
Q4 2021$200,000
+6.4%
3,9000.0%0.03%
-6.7%
Q3 2021$188,000
-2.6%
3,9000.0%0.03%
-3.2%
Q2 2021$193,000
+4.3%
3,9000.0%0.03%
-3.1%
Q1 2021$185,000
+21.7%
3,9000.0%0.03%
+14.3%
Q4 2020$152,0003,9000.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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 & Williams, 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