WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 122 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $422 | -4.3% | 8,951 | +1.7% | 0.00% | 0.0% |
| Q1 2024 | $441 | +35.3% | 8,799 | +34.3% | 0.00% | 0.0% |
| Q4 2023 | $326 | -79.8% | 6,553 | -82.5% | 0.00% | -77.8% |
| Q3 2023 | $1,617 | -2.7% | 37,379 | +0.8% | 0.01% | 0.0% |
| Q2 2023 | $1,662 | +1.2% | 37,086 | -2.4% | 0.01% | -25.0% |
| Q1 2023 | $1,643 | -66.4% | 38,012 | -66.9% | 0.01% | -62.5% |
| Q4 2022 | $4,896 | -99.8% | 114,959 | +77.5% | 0.03% | +68.4% |
| Q3 2022 | $2,537,000 | -11.8% | 64,778 | -7.4% | 0.02% | -13.6% |
| Q2 2022 | $2,878,000 | -15.3% | 69,985 | -1.2% | 0.02% | -8.3% |
| Q1 2022 | $3,396,000 | +33.4% | 70,802 | +42.9% | 0.02% | +33.3% |
| Q4 2021 | $2,546,000 | +8.8% | 49,539 | +2.3% | 0.02% | -5.3% |
| Q3 2021 | $2,341,000 | -5.2% | 48,441 | -3.1% | 0.02% | -9.5% |
| Q2 2021 | $2,469,000 | +21.9% | 49,981 | +16.9% | 0.02% | +10.5% |
| Q1 2021 | $2,025,000 | +907.5% | 42,748 | +727.2% | 0.02% | +850.0% |
| Q4 2020 | $201,000 | -3.8% | 5,168 | -29.9% | 0.00% | -33.3% |
| Q2 2020 | $209,000 | -45.6% | 7,377 | -26.1% | 0.00% | -40.0% |
| Q4 2019 | $384,000 | +12.3% | 9,980 | +3.8% | 0.01% | -16.7% |
| Q3 2019 | $342,000 | -15.6% | 9,619 | -14.8% | 0.01% | 0.0% |
| Q2 2019 | $405,000 | -20.0% | 11,291 | -19.4% | 0.01% | -25.0% |
| Q1 2019 | $506,000 | +27.1% | 14,008 | +12.8% | 0.01% | +14.3% |
| Q4 2018 | $398,000 | -32.2% | 12,416 | -15.7% | 0.01% | -30.0% |
| Q3 2018 | $587,000 | +54.5% | 14,734 | +49.8% | 0.01% | +25.0% |
| Q2 2018 | $380,000 | +11.1% | 9,834 | +2.7% | 0.01% | +14.3% |
| Q1 2018 | $342,000 | +5.9% | 9,571 | +7.5% | 0.01% | +16.7% |
| Q4 2017 | $323,000 | +11.4% | 8,906 | +7.5% | 0.01% | 0.0% |
| Q3 2017 | $290,000 | +6.6% | 8,286 | +0.2% | 0.01% | +20.0% |
| Q2 2017 | $272,000 | – | 8,273 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 215,763 | $17,850,000 | 5.45% |
| SVA Wealth Management, LLC | 169,396 | $14,014,000 | 5.09% |
| Gradient Investments LLC | 252,801 | $20,914,000 | 3.44% |
| CUTLER INVESTMENT COUNSEL LLC | 64,763 | $5,358,000 | 1.76% |
| Linscomb Wealth, Inc. | 113,903 | $9,423,000 | 1.04% |
| MOLLER WEALTH PARTNERS | 13,326 | $1,102,000 | 0.54% |
| CUE ADVISORY SERVICES, INC. | 6,052 | $501,000 | 0.53% |
| CULBERTSON A N & CO INC | 12,450 | $1,030,000 | 0.42% |
| Cambridge Investment Research Advisors, Inc. | 80,048 | $6,622,000 | 0.20% |
| LBMC INVESTMENT ADVISORS, LLC | 10,581 | $875,000 | 0.20% |