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 | $118,884 | +76.6% | 2,747 | +82.9% | 0.00% | – |
| Q2 2023 | $67,307 | -55.3% | 1,502 | -56.9% | 0.00% | – |
| Q1 2023 | $150,582 | +188.9% | 3,484 | +184.6% | 0.00% | – |
| Q4 2022 | $52,130 | +93.1% | 1,224 | +75.6% | 0.00% | – |
| Q3 2022 | $27,000 | -71.3% | 697 | -69.4% | 0.00% | – |
| Q2 2022 | $94,000 | +6.8% | 2,277 | +24.4% | 0.00% | – |
| Q1 2022 | $88,000 | – | 1,830 | +91400.0% | 0.00% | – |
| Q2 2021 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 1 | -99.7% | 0.00% | – |
| Q3 2020 | $11,000 | +10.0% | 360 | -0.3% | 0.00% | – |
| Q2 2020 | $10,000 | +25.0% | 361 | 0.0% | 0.00% | – |
| Q1 2020 | $8,000 | -90.6% | 361 | -83.8% | 0.00% | – |
| Q4 2019 | $85,000 | +88.9% | 2,222 | +76.9% | 0.00% | – |
| Q3 2019 | $45,000 | 0.0% | 1,256 | 0.0% | 0.00% | – |
| Q2 2019 | $45,000 | +66.7% | 1,256 | +64.8% | 0.00% | – |
| Q1 2019 | $27,000 | – | 762 | +9425.0% | 0.00% | – |
| Q4 2018 | $0 | – | 8 | – | 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% |