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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $481,949 | -4.8% | 11,138 | -1.4% | 0.00% | – |
| Q2 2023 | $506,281 | -2.3% | 11,298 | -5.8% | 0.00% | – |
| Q1 2023 | $518,322 | +108109.2% | 11,995 | +6.7% | 0.00% | – |
| Q4 2022 | $479 | -99.6% | 11,245 | +226.2% | 0.00% | – |
| Q3 2022 | $135,000 | -22.9% | 3,447 | -19.2% | 0.00% | – |
| Q2 2022 | $175,000 | -0.6% | 4,266 | +16.5% | 0.00% | – |
| Q1 2022 | $176,000 | +576.9% | 3,662 | +611.1% | 0.00% | – |
| Q4 2021 | $26,000 | +4.0% | 515 | 0.0% | 0.00% | – |
| Q3 2021 | $25,000 | -13.8% | 515 | -12.7% | 0.00% | – |
| Q2 2021 | $29,000 | +20.8% | 590 | +14.6% | 0.00% | – |
| Q1 2021 | $24,000 | +20.0% | 515 | 0.0% | 0.00% | – |
| Q4 2020 | $20,000 | +33.3% | 515 | 0.0% | 0.00% | – |
| Q3 2020 | $15,000 | -81.7% | 515 | -82.2% | 0.00% | – |
| Q2 2020 | $82,000 | +82.2% | 2,898 | +43.8% | 0.00% | – |
| Q1 2020 | $45,000 | -22.4% | 2,015 | +34.3% | 0.00% | – |
| Q4 2019 | $58,000 | +9.4% | 1,500 | 0.0% | 0.00% | – |
| Q3 2019 | $53,000 | 0.0% | 1,500 | 0.0% | 0.00% | – |
| Q2 2019 | $53,000 | -1.9% | 1,500 | 0.0% | 0.00% | – |
| Q1 2019 | $54,000 | +12.5% | 1,500 | 0.0% | 0.00% | – |
| Q4 2018 | $48,000 | -89.2% | 1,500 | -74.4% | 0.00% | – |
| Q4 2015 | $443,000 | +1.4% | 5,850 | -1.7% | 0.00% | – |
| Q3 2015 | $437,000 | -12.1% | 5,952 | +1.5% | 0.00% | – |
| Q2 2015 | $497,000 | +5.1% | 5,864 | +4.8% | 0.00% | – |
| Q1 2015 | $473,000 | +7.5% | 5,598 | +5.2% | 0.00% | – |
| Q4 2014 | $440,000 | -28.2% | 5,321 | -34.0% | 0.00% | – |
| Q3 2014 | $613,000 | +2.3% | 8,060 | +11.3% | 0.00% | – |
| Q2 2014 | $599,000 | +2.2% | 7,244 | +0.8% | 0.00% | – |
| Q1 2014 | $586,000 | +1.0% | 7,184 | +1.1% | 0.00% | – |
| Q4 2013 | $580,000 | +71.6% | 7,106 | +55.7% | 0.00% | – |
| Q3 2013 | $338,000 | -7.7% | 4,564 | -16.7% | 0.00% | – |
| Q2 2013 | $366,000 | – | 5,481 | – | 0.00% | – |
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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% |