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 | $10,382,712 | -9.5% | 239,952 | -5.9% | 0.00% | -25.0% |
| Q2 2023 | $11,473,396 | -1.9% | 255,088 | -5.7% | 0.00% | 0.0% |
| Q1 2023 | $11,695,723 | +1.9% | 270,632 | +0.4% | 0.00% | 0.0% |
| Q4 2022 | $11,480,000 | +21.3% | 269,679 | +11.6% | 0.00% | +33.3% |
| Q3 2022 | $9,462,000 | +84.8% | 241,646 | +93.6% | 0.00% | +50.0% |
| Q2 2022 | $5,119,000 | -2.9% | 124,835 | +13.5% | 0.00% | 0.0% |
| Q1 2022 | $5,274,000 | -58.4% | 110,025 | -55.4% | 0.00% | -50.0% |
| Q4 2021 | $12,692,000 | +14.6% | 246,739 | +7.6% | 0.00% | 0.0% |
| Q3 2021 | $11,079,000 | +1.0% | 229,340 | +3.2% | 0.00% | +33.3% |
| Q2 2021 | $10,973,000 | +6.3% | 222,300 | +1.4% | 0.00% | 0.0% |
| Q1 2021 | $10,327,000 | +42.4% | 219,286 | +17.7% | 0.00% | 0.0% |
| Q4 2020 | $7,251,000 | -3.7% | 186,283 | -26.1% | 0.00% | 0.0% |
| Q3 2020 | $7,530,000 | +0.9% | 252,066 | -4.1% | 0.00% | 0.0% |
| Q2 2020 | $7,460,000 | +35.3% | 262,808 | +8.0% | 0.00% | 0.0% |
| Q1 2020 | $5,514,000 | -55.0% | 243,315 | -10.3% | 0.00% | -40.0% |
| Q4 2019 | $12,257,000 | +12.0% | 271,311 | -11.7% | 0.01% | 0.0% |
| Q3 2019 | $10,941,000 | +10.0% | 307,323 | +10.9% | 0.01% | +25.0% |
| Q2 2019 | $9,945,000 | +50.7% | 277,171 | +51.5% | 0.00% | +33.3% |
| Q1 2019 | $6,600,000 | +53.9% | 182,899 | +37.1% | 0.00% | +50.0% |
| Q4 2018 | $4,288,000 | +44.0% | 133,386 | +78.4% | 0.00% | +100.0% |
| Q3 2018 | $2,978,000 | +51.2% | 74,757 | +38.4% | 0.00% | 0.0% |
| Q2 2018 | $1,969,000 | +19.3% | 54,017 | +16.9% | 0.00% | 0.0% |
| Q1 2018 | $1,650,000 | +6.2% | 46,191 | +7.7% | 0.00% | 0.0% |
| Q4 2017 | $1,554,000 | +223.1% | 42,883 | +211.8% | 0.00% | – |
| Q3 2017 | $481,000 | +18.5% | 13,754 | +11.4% | 0.00% | – |
| Q2 2017 | $406,000 | +24.5% | 12,349 | +21.9% | 0.00% | – |
| Q1 2017 | $326,000 | -12.1% | 10,129 | +166.7% | 0.00% | – |
| Q4 2016 | $371,000 | +15.2% | 3,798 | +0.3% | 0.00% | – |
| Q3 2016 | $322,000 | +23.4% | 3,786 | +14.7% | 0.00% | – |
| Q2 2016 | $261,000 | -10.0% | 3,300 | -12.6% | 0.00% | – |
| Q1 2016 | $290,000 | 0.0% | 3,775 | -1.3% | 0.00% | – |
| Q4 2015 | $290,000 | +5.5% | 3,824 | +2.1% | 0.00% | – |
| Q3 2015 | $275,000 | -18.9% | 3,745 | -6.5% | 0.00% | – |
| Q2 2015 | $339,000 | +15.3% | 4,005 | +15.1% | 0.00% | – |
| Q1 2015 | $294,000 | -90.7% | 3,480 | -90.9% | 0.00% | -100.0% |
| Q4 2014 | $3,162,000 | +2.1% | 38,215 | -6.2% | 0.00% | 0.0% |
| Q3 2014 | $3,098,000 | -11.2% | 40,721 | -3.5% | 0.00% | 0.0% |
| Q2 2014 | $3,488,000 | -6.0% | 42,215 | -7.2% | 0.00% | 0.0% |
| Q1 2014 | $3,711,000 | -2.2% | 45,498 | -2.1% | 0.00% | 0.0% |
| Q4 2013 | $3,795,000 | +11.2% | 46,490 | +0.8% | 0.00% | 0.0% |
| Q3 2013 | $3,413,000 | +11.2% | 46,140 | +0.4% | 0.00% | 0.0% |
| Q2 2013 | $3,069,000 | – | 45,942 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 450,142 | $13,446,000 | 3.74% |
| Forefront Analytics, LLC | 175,807 | $5,253,000 | 2.45% |
| PSI Advisors, LLC | 72,466 | $2,164,000 | 1.65% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 100,353 | $2,998,000 | 1.55% |
| Savant Capital, LLC | 599,055 | $17,894,000 | 1.22% |
| 9258 Wealth Management, LLC | 96,365 | $2,959,000 | 1.12% |
| Linscomb & Williams, Inc. | 494,862 | $14,782,000 | 1.02% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 37,310 | $1,114,000 | 0.90% |
| ACG Wealth | 180,171 | $5,382,000 | 0.81% |
| Tennessee Valley Asset Management Partners | 44,382 | $1,326,000 | 0.78% |