Geneos Wealth Management Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 110 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$13,000
-7.1%
275
-38.6%
0.00%
-100.0%
Q4 2018$14,000
+600.0%
448
+497.3%
0.00%
Q2 2017$2,0000.0%750.0%0.00%
Q1 2017$2,0000.0%75
+200.0%
0.00%
Q4 2016$2,0000.0%250.0%0.00%
Q3 2016$2,000
+100.0%
250.0%0.00%
Q2 2016$1,0000.0%250.0%0.00%
Q1 2016$1,000250.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 976,317$34,142,0008.12%
SVA Wealth Management, LLC 883,642$30,901,0003.82%
TMD & ASSOCIATES, INC 90,775$3,174,0002.94%
Linscomb Wealth, Inc. 539,960$18,882,0001.62%
Kelman-Lazarov, Inc. 80,114$2,802,0001.48%
CUTLER INVESTMENT COUNSEL LLC 141,165$4,937,0001.15%
CULBERTSON A N & CO INC 64,277$2,248,0000.69%
Clearwater Capital Advisors, LLC 60,007$2,113,0000.49%
MOLLER WEALTH PARTNERS 18,699$654,0000.25%
Covenant Asset Management, LLC 10,045$351,0000.21%
View complete list of WISDOMTREE TR shareholders