WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 113 filers reported holding WISDOMTREE TR in Q4 2020. 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 | 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% |