WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 53 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $53,000 | +8.2% | 640 | 0.0% | 0.01% | +7.7% |
| Q3 2014 | $49,000 | -7.5% | 640 | 0.0% | 0.01% | -7.1% |
| Q2 2014 | $53,000 | +1.9% | 640 | 0.0% | 0.01% | -6.7% |
| Q1 2014 | $52,000 | 0.0% | 640 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $52,000 | +10.6% | 640 | 0.0% | 0.02% | -6.2% |
| Q3 2013 | $47,000 | -45.3% | 640 | -50.0% | 0.02% | +6.7% |
| Q2 2013 | $86,000 | – | 1,280 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 194,984 | $10,022,000 | 8.34% |
| Kathleen S. Wright Associates Inc. | 177,299 | $9,113,000 | 6.70% |
| 3D/L Capital Management, LLC | 303,036 | $15,576,000 | 3.64% |
| BlackDiamond Wealth Management, LLC | 40,294 | $2,071,000 | 2.38% |
| Forefront Analytics, LLC | 111,972 | $5,755,000 | 1.93% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 101,462 | $5,215,000 | 1.59% |
| HERBST GROUP, LLC | 46,634 | $2,397,000 | 1.48% |
| PSI Advisors, LLC | 66,953 | $3,442,000 | 1.40% |
| 9258 Wealth Management, LLC | 92,840 | $4,772,000 | 1.09% |
| Linscomb Wealth, Inc. | 369,688 | $19,002,000 | 0.91% |