WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 138 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $245,000 | -30.6% | 5,953 | -19.1% | 0.04% | -21.7% |
| Q1 2022 | $353,000 | -32.2% | 7,357 | -27.5% | 0.05% | -33.3% |
| Q4 2021 | $521,000 | -25.8% | 10,142 | -30.2% | 0.07% | -31.7% |
| Q3 2021 | $702,000 | -6.8% | 14,532 | -4.8% | 0.10% | +9.8% |
| Q2 2021 | $753,000 | -60.3% | 15,258 | -61.9% | 0.09% | -70.5% |
| Q1 2021 | $1,895,000 | +37.5% | 40,013 | +13.0% | 0.31% | +8.0% |
| Q4 2020 | $1,378,000 | -89.0% | 35,413 | +9122.1% | 0.29% | +4716.7% |
| Q3 2020 | $12,505,000 | -28.2% | 384 | -38.2% | 0.01% | -40.0% |
| Q2 2020 | $17,415,000 | +11.9% | 621 | -10.9% | 0.01% | 0.0% |
| Q1 2020 | $15,557,000 | -67.5% | 697 | -46.7% | 0.01% | -65.5% |
| Q4 2019 | $47,939,000 | – | 1,307 | – | 0.03% | – |
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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% |