WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 70 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $158,584 | -3.4% | 3,665 | 0.0% | 0.00% | – |
| Q2 2023 | $164,228 | +40.3% | 3,665 | +35.3% | 0.00% | – |
| Q1 2023 | $117,083 | +1.5% | 2,709 | 0.0% | 0.00% | – |
| Q4 2022 | $115,377 | +9.9% | 2,709 | 0.0% | 0.00% | – |
| Q3 2022 | $105,000 | -4.5% | 2,709 | 0.0% | 0.00% | – |
| Q2 2022 | $110,000 | -14.7% | 2,709 | 0.0% | 0.00% | – |
| Q1 2022 | $129,000 | -7.2% | 2,709 | 0.0% | 0.00% | – |
| Q4 2021 | $139,000 | +348.4% | 2,709 | +317.4% | 0.00% | – |
| Q3 2021 | $31,000 | -3.1% | 649 | 0.0% | 0.00% | – |
| Q2 2021 | $32,000 | +3.2% | 649 | 0.0% | 0.00% | – |
| Q1 2021 | $31,000 | +181.8% | 649 | +132.6% | 0.00% | – |
| Q4 2020 | $11,000 | +37.5% | 279 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q2 2020 | $8,000 | +33.3% | 279 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -87.0% | 279 | -76.5% | 0.00% | – |
| Q4 2019 | $46,000 | +360.0% | 1,185 | +324.7% | 0.00% | – |
| Q3 2019 | $10,000 | -63.0% | 279 | -62.3% | 0.00% | – |
| Q2 2019 | $27,000 | +107.7% | 740 | +102.2% | 0.00% | – |
| Q1 2019 | $13,000 | +8.3% | 366 | 0.0% | 0.00% | – |
| Q4 2018 | $12,000 | -53.8% | 366 | -44.1% | 0.00% | – |
| Q3 2018 | $26,000 | -21.2% | 655 | -22.9% | 0.00% | – |
| Q2 2018 | $33,000 | -35.3% | 850 | -40.1% | 0.00% | – |
| Q1 2018 | $51,000 | -1.9% | 1,419 | -1.4% | 0.00% | – |
| Q4 2017 | $52,000 | +4.0% | 1,439 | 0.0% | 0.00% | – |
| Q3 2017 | $50,000 | +6.4% | 1,439 | 0.0% | 0.00% | – |
| Q2 2017 | $47,000 | +2.2% | 1,439 | 0.0% | 0.00% | – |
| Q1 2017 | $46,000 | -2.1% | 1,439 | +200.4% | 0.00% | – |
| Q4 2016 | $47,000 | +14.6% | 479 | 0.0% | 0.00% | – |
| Q3 2016 | $41,000 | +7.9% | 479 | 0.0% | 0.00% | – |
| Q2 2016 | $38,000 | +2.7% | 479 | 0.0% | 0.00% | – |
| Q1 2016 | $37,000 | +2.8% | 479 | 0.0% | 0.00% | – |
| Q4 2015 | $36,000 | -2.7% | 479 | -6.1% | 0.00% | – |
| Q3 2015 | $37,000 | -58.4% | 510 | -51.5% | 0.00% | – |
| Q2 2015 | $89,000 | -18.3% | 1,052 | -19.0% | 0.00% | – |
| Q1 2015 | $109,000 | +87.9% | 1,299 | +85.0% | 0.00% | – |
| Q4 2014 | $58,000 | +13.7% | 702 | +3.8% | 0.00% | – |
| Q3 2014 | $51,000 | +240.0% | 676 | +275.6% | 0.00% | – |
| Q2 2014 | $15,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q1 2014 | $15,000 | -37.5% | 180 | -40.0% | 0.00% | – |
| Q4 2013 | $24,000 | – | 300 | – | 0.00% | – |
Download | ||||||
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% |