WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 112 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shore Point Advisors, LLC | 194,984 | $10,022,000 | 8.34% |
Kathleen S. Wright Associates Inc. | 177,299 | $9,113,000 | 6.70% |
3D/L Capital Management, LLC | 303,036 | $15,576,000 | 3.64% |
BlackDiamond Wealth Management, LLC | 40,294 | $2,071,000 | 2.38% |
Forefront Analytics, LLC | 111,972 | $5,755,000 | 1.93% |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 101,462 | $5,215,000 | 1.59% |
HERBST GROUP, LLC | 46,634 | $2,397,000 | 1.48% |
PSI Advisors, LLC | 66,953 | $3,442,000 | 1.40% |
9258 Wealth Management, LLC | 92,840 | $4,772,000 | 1.09% |
Linscomb Wealth, Inc. | 369,688 | $19,002,000 | 0.91% |