WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 115 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,000 | +50.0% | 60 | +1.7% | 0.00% | +100.0% |
| Q2 2021 | $2,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | +100.0% | 59 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $1,000 | 0.0% | 59 | +1.7% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | -66.7% | 58 | -58.6% | 0.00% | -66.7% |
| Q1 2020 | $3,000 | -78.6% | 140 | -61.0% | 0.00% | -72.7% |
| Q4 2019 | $14,000 | – | 359 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 238,723 | $9,351,000 | 9.12% |
| Kathleen S. Wright Associates Inc. | 179,241 | $7,021,000 | 5.69% |
| Essential Planning, LLC. | 20,757 | $813,000 | 4.69% |
| 3D/L Capital Management, LLC | 242,702 | $9,507,000 | 2.82% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 102,180 | $4,002,000 | 1.64% |
| HERBST GROUP, LLC | 43,439 | $1,702,000 | 1.40% |
| Forefront Analytics, LLC | 56,188 | $2,202,000 | 1.17% |
| PSI Advisors, LLC | 55,852 | $2,188,000 | 1.15% |
| Oxler Private Wealth LLC | 42,648 | $1,670,611,000 | 0.93% |
| 9258 Wealth Management, LLC | 91,090 | $3,568,000 | 0.91% |