WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 97 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $771,974 | -10.1% | 17,841 | -6.9% | 0.13% | -7.4% |
| Q2 2023 | $858,901 | +1.5% | 19,168 | -2.1% | 0.14% | -8.7% |
| Q1 2023 | $846,288 | +1.7% | 19,581 | +0.2% | 0.15% | -10.8% |
| Q4 2022 | $832,406 | +9.5% | 19,545 | +0.7% | 0.17% | +1.2% |
| Q3 2022 | $760,000 | -4.5% | 19,402 | +0.3% | 0.16% | -2.4% |
| Q2 2022 | $796,000 | -14.1% | 19,349 | +0.1% | 0.17% | +0.6% |
| Q1 2022 | $927,000 | -6.6% | 19,321 | 0.0% | 0.17% | -4.0% |
| Q4 2021 | $993,000 | +6.3% | 19,321 | -0.0% | 0.18% | -4.9% |
| Q3 2021 | $934,000 | -2.0% | 19,322 | +0.1% | 0.18% | -3.7% |
| Q2 2021 | $953,000 | +3.7% | 19,299 | -0.5% | 0.19% | -8.6% |
| Q1 2021 | $919,000 | +12.1% | 19,389 | +5.8% | 0.21% | +11.8% |
| Q4 2020 | $820,000 | +43.9% | 18,334 | +3.1% | 0.19% | +19.1% |
| Q3 2020 | $570,000 | -3.6% | 17,781 | -4.2% | 0.16% | -15.1% |
| Q2 2020 | $591,000 | +6.1% | 18,554 | -23.9% | 0.18% | -14.4% |
| Q1 2020 | $557,000 | -40.9% | 24,396 | -1.3% | 0.22% | -31.6% |
| Q4 2019 | $943,000 | +2.8% | 24,706 | +1.2% | 0.32% | -8.7% |
| Q3 2019 | $917,000 | +6.3% | 24,425 | +0.2% | 0.35% | -2.3% |
| Q2 2019 | $863,000 | -1.0% | 24,365 | +0.9% | 0.35% | -7.6% |
| Q1 2019 | $872,000 | +12.4% | 24,137 | -0.4% | 0.38% | -10.9% |
| Q4 2018 | $776,000 | – | 24,226 | – | 0.43% | – |
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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% |