WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 67 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $268,750 | -3.2% | 6,211 | +0.3% | 0.00% | – |
| Q2 2023 | $277,598 | -0.6% | 6,195 | -4.1% | 0.00% | – |
| Q1 2023 | $279,158 | +270.3% | 6,459 | +264.9% | 0.00% | – |
| Q4 2022 | $75,384 | +842.3% | 1,770 | +759.2% | 0.00% | – |
| Q3 2022 | $8,000 | -92.0% | 206 | -91.5% | 0.00% | – |
| Q2 2022 | $100,000 | -57.4% | 2,435 | -50.3% | 0.00% | – |
| Q1 2022 | $235,000 | -47.0% | 4,902 | -43.2% | 0.00% | – |
| Q4 2021 | $443,000 | +6.2% | 8,626 | +0.0% | 0.00% | – |
| Q3 2021 | $417,000 | -76.2% | 8,625 | -75.7% | 0.00% | -100.0% |
| Q2 2021 | $1,751,000 | -2.1% | 35,449 | -6.1% | 0.00% | 0.0% |
| Q1 2021 | $1,788,000 | +61.5% | 37,738 | +32.7% | 0.00% | 0.0% |
| Q4 2020 | $1,107,000 | +28.7% | 28,435 | -1.2% | 0.00% | 0.0% |
| Q3 2020 | $860,000 | +35.0% | 28,784 | +28.2% | 0.00% | – |
| Q2 2020 | $637,000 | +76.0% | 22,458 | +38.4% | 0.00% | – |
| Q1 2020 | $362,000 | -91.1% | 16,223 | -84.7% | 0.00% | -100.0% |
| Q4 2019 | $4,084,000 | +7.8% | 106,211 | -0.2% | 0.00% | 0.0% |
| Q3 2019 | $3,789,000 | -3.7% | 106,444 | -2.9% | 0.00% | 0.0% |
| Q2 2019 | $3,933,000 | +241.7% | 109,604 | +244.0% | 0.00% | +200.0% |
| Q1 2019 | $1,151,000 | -23.6% | 31,865 | -32.2% | 0.00% | -50.0% |
| Q4 2018 | $1,506,000 | -19.4% | 47,005 | +0.2% | 0.00% | 0.0% |
| Q3 2018 | $1,868,000 | +10.3% | 46,897 | +7.1% | 0.00% | 0.0% |
| Q2 2018 | $1,694,000 | +29.4% | 43,782 | +19.5% | 0.00% | +100.0% |
| Q1 2018 | $1,309,000 | +20.9% | 36,637 | +22.5% | 0.00% | 0.0% |
| Q4 2017 | $1,083,000 | +2.9% | 29,908 | -0.5% | 0.00% | 0.0% |
| Q3 2017 | $1,052,000 | +5.8% | 30,070 | -0.7% | 0.00% | 0.0% |
| Q2 2017 | $994,000 | +1.9% | 30,270 | +0.0% | 0.00% | 0.0% |
| Q1 2017 | $975,000 | +35.2% | 30,269 | +309.6% | 0.00% | 0.0% |
| Q4 2016 | $721,000 | -1.2% | 7,389 | -14.0% | 0.00% | 0.0% |
| Q3 2016 | $730,000 | +6.4% | 8,589 | -1.2% | 0.00% | 0.0% |
| Q2 2016 | $686,000 | -4.1% | 8,689 | -6.4% | 0.00% | 0.0% |
| Q1 2016 | $715,000 | -53.7% | 9,288 | -54.4% | 0.00% | -50.0% |
| Q4 2015 | $1,543,000 | -14.8% | 20,390 | -17.3% | 0.00% | 0.0% |
| Q3 2015 | $1,812,000 | -13.3% | 24,650 | -0.1% | 0.00% | 0.0% |
| Q2 2015 | $2,090,000 | +19.5% | 24,678 | +19.3% | 0.00% | 0.0% |
| Q1 2015 | $1,749,000 | +29.6% | 20,690 | +26.6% | 0.00% | +100.0% |
| Q4 2014 | $1,350,000 | +55.2% | 16,341 | +42.9% | 0.00% | 0.0% |
| Q3 2014 | $870,000 | -20.8% | 11,436 | -13.9% | 0.00% | 0.0% |
| Q2 2014 | $1,098,000 | +0.2% | 13,285 | -1.4% | 0.00% | 0.0% |
| Q1 2014 | $1,096,000 | -10.5% | 13,479 | -10.2% | 0.00% | 0.0% |
| Q4 2013 | $1,225,000 | +7.5% | 15,003 | -2.6% | 0.00% | 0.0% |
| Q3 2013 | $1,140,000 | +24.5% | 15,406 | +12.4% | 0.00% | 0.0% |
| Q2 2013 | $916,000 | – | 13,711 | – | 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% |