WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 99 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $785,000 | -61.9% | 35,156 | -34.4% | 0.02% | -46.7% |
| Q4 2019 | $2,060,000 | +7.0% | 53,564 | -0.9% | 0.04% | 0.0% |
| Q3 2019 | $1,925,000 | +15.5% | 54,068 | +16.4% | 0.04% | +15.4% |
| Q2 2019 | $1,666,000 | +0.2% | 46,438 | +0.8% | 0.04% | +2.6% |
| Q1 2019 | $1,663,000 | +50.5% | 46,065 | +33.6% | 0.04% | +31.0% |
| Q4 2018 | $1,105,000 | +111.7% | 34,475 | +163.1% | 0.03% | +163.6% |
| Q3 2018 | $522,000 | +77.6% | 13,105 | +72.4% | 0.01% | +83.3% |
| Q2 2018 | $294,000 | – | 7,600 | – | 0.01% | – |
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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 Wealth, Inc. | 241,714 | $10,458,970 | 0.61% |