WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 110 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $200,803 | -17.7% | 4,715 | -7.2% | 0.07% | -15.7% |
| Q1 2022 | $244,000 | -10.3% | 5,082 | -4.1% | 0.08% | -8.8% |
| Q4 2021 | $272,000 | -1.1% | 5,301 | -6.9% | 0.09% | -12.5% |
| Q3 2021 | $275,000 | +27400.0% | 5,695 | -62.3% | 0.10% | -78.1% |
| Q2 2021 | $1,000 | -100.0% | 15,125 | -64.6% | 0.47% | -7.6% |
| Q1 2021 | $2,025,000 | -40.1% | 42,730 | -50.8% | 0.51% | -37.1% |
| Q4 2020 | $3,381,000 | +155.0% | 86,879 | +95.8% | 0.82% | +4.6% |
| Q3 2020 | $1,326,000 | -16.2% | 44,382 | -20.4% | 0.78% | -24.4% |
| Q2 2020 | $1,583,000 | +27.7% | 55,791 | +0.5% | 1.03% | +10.8% |
| Q1 2020 | $1,240,000 | -35.0% | 55,510 | +11.8% | 0.93% | -22.9% |
| Q4 2019 | $1,909,000 | +8.3% | 49,642 | +0.3% | 1.21% | -5.8% |
| Q3 2019 | $1,763,000 | -6.8% | 49,511 | -6.0% | 1.28% | -10.3% |
| Q2 2019 | $1,891,000 | +8.2% | 52,693 | +8.8% | 1.43% | -5.2% |
| Q1 2019 | $1,748,000 | +12.5% | 48,414 | -0.2% | 1.51% | -15.1% |
| Q4 2018 | $1,554,000 | – | 48,487 | – | 1.78% | – |
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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% |