WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 126 filers reported holding WISDOMTREE TR in Q4 2021. 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 | 194,984 | $10,022,000 | 8.34% |
| Kathleen S. Wright Associates Inc. | 177,299 | $9,113,000 | 6.70% |
| 3D/L Capital Management, LLC | 303,036 | $15,576,000 | 3.64% |
| BlackDiamond Wealth Management, LLC | 40,294 | $2,071,000 | 2.38% |
| Forefront Analytics, LLC | 111,972 | $5,755,000 | 1.93% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 101,462 | $5,215,000 | 1.59% |
| HERBST GROUP, LLC | 46,634 | $2,397,000 | 1.48% |
| PSI Advisors, LLC | 66,953 | $3,442,000 | 1.40% |
| 9258 Wealth Management, LLC | 92,840 | $4,772,000 | 1.09% |
| Linscomb & Williams, Inc. | 369,688 | $19,002,000 | 0.91% |