WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 123 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $212,000 | -13.5% | 4,428 | -7.2% | 0.03% | -10.8% |
| Q4 2021 | $245,000 | -34.0% | 4,771 | -37.8% | 0.04% | -38.3% |
| Q3 2021 | $371,000 | -3.1% | 7,673 | -1.0% | 0.06% | +1.7% |
| Q2 2021 | $383,000 | +15.7% | 7,750 | -8.9% | 0.06% | -7.8% |
| Q4 2020 | $331,000 | -65.8% | 8,505 | -75.1% | 0.06% | -74.4% |
| Q2 2020 | $967,000 | +2.2% | 34,101 | -16.4% | 0.25% | -30.4% |
| Q1 2020 | $946,000 | -90.0% | 40,775 | -83.7% | 0.36% | -90.4% |
| Q4 2019 | $9,489,000 | +51.2% | 250,395 | +49.2% | 3.73% | +22.6% |
| Q3 2019 | $6,277,000 | -20.4% | 167,880 | -23.6% | 3.04% | -9.9% |
| Q2 2019 | $7,881,000 | – | 219,652 | – | 3.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 273,506 | $11,834,584 | 8.57% |
| Kathleen S. Wright Associates Inc. | 160,776 | $6,955,685 | 3.89% |
| 3D/L Capital Management, LLC | 201,526 | $8,720,035 | 2.83% |
| HERBST GROUP, LLC | 42,394 | $1,834,388 | 1.31% |
| INVENIO WEALTH PARTNERS LLC | 28,983 | $1,254,094 | 1.14% |
| Forefront Analytics, LLC | 33,175 | $1,435,485 | 0.81% |
| HOWARD WEALTH MANAGEMENT, LLC | 19,655 | $850,472 | 0.78% |
| 9258 Wealth Management, LLC | 86,647 | $3,749,216 | 0.73% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 57,638 | $2,494 | 0.62% |
| Linscomb & Williams, Inc. | 241,714 | $10,458,970 | 0.61% |