9258 Wealth Management, LLC - 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
9258 Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,749,216
-3.4%
86,6470.0%0.73%
-0.3%
Q2 2023$3,882,652
-1.3%
86,647
-4.8%
0.73%
-8.1%
Q1 2023$3,934,749
+1.5%
91,0400.0%0.80%
-5.2%
Q4 2022$3,877,394
+8.7%
91,040
-0.1%
0.84%
-8.0%
Q3 2022$3,568,000
-6.3%
91,090
-1.6%
0.91%
-6.6%
Q2 2022$3,807,000
-14.5%
92,590
-0.3%
0.98%
-5.5%
Q1 2022$4,453,000
-6.7%
92,8400.0%1.03%
-5.6%
Q4 2021$4,772,000
+6.4%
92,8400.0%1.09%
-8.7%
Q3 2021$4,487,000
-2.1%
92,8400.0%1.20%
-2.9%
Q2 2021$4,585,000
+4.2%
92,8400.0%1.23%
-6.6%
Q1 2021$4,399,000
+21.8%
92,8400.0%1.32%
+12.1%
Q4 2020$3,613,000
+22.1%
92,840
-3.7%
1.18%
+5.4%
Q3 2020$2,959,000
-3.5%
96,365
-10.8%
1.12%
-10.1%
Q2 2020$3,067,000
+12.4%
108,065
-1.9%
1.24%
+3.6%
Q1 2020$2,729,000
-36.9%
110,165
-2.0%
1.20%
-24.3%
Q4 2019$4,324,000112,4651.58%
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