Golden State 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
Golden State Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$255,000
-72.9%
4,954
-79.5%
0.04%
-83.8%
Q4 2020$940,000
+15.9%
24,155
-11.1%
0.27%
+0.4%
Q3 2020$811,000
-41.7%
27,175
-44.6%
0.27%
-24.1%
Q2 2020$1,391,000
+7221.1%
49,030
+5814.4%
0.36%
+4362.5%
Q1 2020$19,000
-99.1%
829
-98.6%
0.01%
-98.8%
Q3 2019$2,052,000
-6.6%
57,627
-5.9%
0.68%
-2.7%
Q2 2019$2,196,000
+11.2%
61,217
+11.9%
0.70%
+5.5%
Q1 2019$1,975,00054,6960.66%
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