WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 123 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,450 | -3.4% | 10,156 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $455,090 | +3.7% | 10,156 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $438,942 | +129.7% | 10,156 | +126.4% | 0.00% | +100.0% |
| Q4 2022 | $191,059 | -72.3% | 4,486 | -74.5% | 0.00% | -66.7% |
| Q3 2022 | $689,000 | -4.7% | 17,586 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $723,000 | -44.3% | 17,586 | -35.0% | 0.00% | -40.0% |
| Q1 2022 | $1,297,000 | -1.7% | 27,039 | +5.3% | 0.01% | +25.0% |
| Q4 2021 | $1,320,000 | +1592.3% | 25,689 | +1494.6% | 0.00% | – |
| Q3 2021 | $78,000 | -2.5% | 1,611 | 0.0% | 0.00% | – |
| Q2 2021 | $80,000 | +5.3% | 1,611 | 0.0% | 0.00% | – |
| Q1 2021 | $76,000 | +76.7% | 1,611 | +45.0% | 0.00% | – |
| Q4 2020 | $43,000 | +30.3% | 1,111 | 0.0% | 0.00% | – |
| Q3 2020 | $33,000 | +3.1% | 1,111 | -1.2% | 0.00% | – |
| Q2 2020 | $32,000 | -39.6% | 1,124 | -52.5% | 0.00% | – |
| Q1 2020 | $53,000 | -74.5% | 2,368 | -56.2% | 0.00% | -100.0% |
| Q4 2019 | $208,000 | +8.3% | 5,401 | +0.3% | 0.00% | 0.0% |
| Q3 2019 | $192,000 | +231.0% | 5,386 | +235.6% | 0.00% | – |
| Q2 2019 | $58,000 | -71.7% | 1,605 | -71.8% | 0.00% | -100.0% |
| Q1 2019 | $205,000 | +469.4% | 5,685 | +411.7% | 0.00% | – |
| Q4 2018 | $36,000 | -18.2% | 1,111 | 0.0% | 0.00% | – |
| Q3 2018 | $44,000 | +2.3% | 1,111 | 0.0% | 0.00% | – |
| Q2 2018 | $43,000 | +7.5% | 1,111 | 0.0% | 0.00% | – |
| Q1 2018 | $40,000 | – | 1,111 | – | 0.00% | – |
Download | ||||||
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% |