WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 113 filers reported holding WISDOMTREE TR in Q4 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 ↓ |
---|---|---|---|
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% |