BANK OF AMERICA CORP /DE/ - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 117 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BANK OF AMERICA CORP /DE/ ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$31,282,238
-9.7%
722,954
-6.5%
0.00%
-25.0%
Q2 2023$34,639,759
+1.9%
773,036
-1.7%
0.00%
+33.3%
Q1 2023$34,001,378
+29.3%
786,705
+27.5%
0.00%0.0%
Q4 2022$26,286,342
+18.6%
617,195
+9.1%
0.00%0.0%
Q3 2022$22,160,000
-9.5%
565,753
-5.0%
0.00%0.0%
Q2 2022$24,492,000
-19.6%
595,629
-6.2%
0.00%0.0%
Q1 2022$30,469,000
+5.7%
635,301
+13.2%
0.00%0.0%
Q4 2021$28,838,000
+11.3%
561,061
+4.6%
0.00%0.0%
Q3 2021$25,921,000
-2.0%
536,326
+0.1%
0.00%0.0%
Q2 2021$26,460,000
+6.8%
535,734
+2.5%
0.00%0.0%
Q1 2021$24,772,000
+25.7%
522,836
+3.2%
0.00%0.0%
Q4 2020$19,709,000
+56.1%
506,389
+19.8%
0.00%
+50.0%
Q3 2020$12,625,000
-3.0%
422,671
-7.8%
0.00%0.0%
Q2 2020$13,009,000
-47.3%
458,385
-58.5%
0.00%
-50.0%
Q1 2020$24,664,000
-60.6%
1,104,550
-32.1%
0.00%
-55.6%
Q4 2019$62,529,000
+14.3%
1,626,262
+5.9%
0.01%
+12.5%
Q3 2019$54,693,000
+69.1%
1,536,330
+70.4%
0.01%
+60.0%
Q2 2019$32,344,000
+6.3%
901,470
+7.0%
0.01%0.0%
Q1 2019$30,430,000
+40.5%
842,698
+24.7%
0.01%
+25.0%
Q4 2018$21,659,000
-33.0%
676,013
-16.7%
0.00%
-20.0%
Q3 2018$32,321,000
+16.7%
811,268
+13.4%
0.01%0.0%
Q2 2018$27,688,000
+20.4%
715,637
+11.1%
0.01%
+25.0%
Q1 2018$23,006,000
+0.4%
643,876
+1.8%
0.00%0.0%
Q4 2017$22,909,000
+12.6%
632,480
+8.7%
0.00%
+33.3%
Q3 2017$20,342,000
+2.0%
581,692
-4.2%
0.00%
-25.0%
Q2 2017$19,944,000
-33.6%
607,327
-34.9%
0.00%
-33.3%
Q1 2017$30,052,000
+81.8%
932,998
+451.2%
0.01%
+50.0%
Q4 2016$16,526,000
+21.2%
169,272
+5.4%
0.00%
+33.3%
Q3 2016$13,636,000
-12.1%
160,548
-18.3%
0.00%
-25.0%
Q2 2016$15,518,000
-5.6%
196,425
-8.1%
0.00%0.0%
Q1 2016$16,440,000
+41.7%
213,702
+39.7%
0.00%
+33.3%
Q4 2015$11,598,000
-11.4%
153,005
-14.1%
0.00%0.0%
Q3 2015$13,090,000
-8.2%
178,092
+5.7%
0.00%
-40.0%
Q2 2015$14,265,000
+20.8%
168,459
+20.6%
0.01%
+25.0%
Q1 2015$11,807,000
+24.0%
139,712
+21.4%
0.00%
+33.3%
Q4 2014$9,523,000
+34.2%
115,111
+23.4%
0.00%
+50.0%
Q3 2014$7,098,000
+4.4%
93,304
+13.4%
0.00%0.0%
Q2 2014$6,801,000
-66.6%
82,312
-67.1%
0.00%
-75.0%
Q1 2014$20,384,000
+3.4%
249,905
+3.4%
0.01%
+14.3%
Q4 2013$19,722,000
+285.6%
241,597
+249.4%
0.01%
+250.0%
Q3 2013$5,114,000
+12.2%
69,144
+1.3%
0.00%0.0%
Q2 2013$4,559,00068,2370.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 273,506$11,834,5848.57%
Kathleen S. Wright Associates Inc. 160,776$6,955,6853.89%
3D/L Capital Management, LLC 201,526$8,720,0352.83%
HERBST GROUP, LLC 42,394$1,834,3881.31%
INVENIO WEALTH PARTNERS LLC 28,983$1,254,0941.14%
Forefront Analytics, LLC 33,175$1,435,4850.81%
HOWARD WEALTH MANAGEMENT, LLC 19,655$850,4720.78%
9258 Wealth Management, LLC 86,647$3,749,2160.73%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 57,638$2,4940.62%
Linscomb & Williams, Inc. 241,714$10,458,9700.61%
View complete list of WISDOMTREE TR shareholders