WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 77 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $315,000 | +8.6% | 8,184 | 0.0% | 0.07% | -2.8% |
| Q3 2019 | $290,000 | -32.4% | 8,184 | -31.6% | 0.07% | -32.4% |
| Q2 2019 | $429,000 | -2.1% | 11,963 | -1.5% | 0.10% | 0.0% |
| Q1 2019 | $438,000 | +12.6% | 12,143 | 0.0% | 0.10% | -16.0% |
| Q4 2018 | $389,000 | -19.6% | 12,143 | 0.0% | 0.12% | +5.9% |
| Q3 2018 | $484,000 | +6.1% | 12,143 | +3.0% | 0.12% | -5.6% |
| Q2 2018 | $456,000 | +2.9% | 11,793 | -4.9% | 0.12% | +8.7% |
| Q1 2018 | $443,000 | -4.5% | 12,405 | -3.1% | 0.12% | +12.7% |
| Q4 2017 | $464,000 | -6.5% | 12,807 | -9.8% | 0.10% | -9.7% |
| Q3 2017 | $496,000 | -2.2% | 14,196 | -8.0% | 0.11% | -6.6% |
| Q2 2017 | $507,000 | +2.4% | 15,432 | +0.5% | 0.12% | +4.3% |
| Q1 2017 | $495,000 | -1.0% | 15,354 | +200.0% | 0.12% | -13.4% |
| Q4 2016 | $500,000 | +14.9% | 5,118 | 0.0% | 0.13% | +30.1% |
| Q3 2016 | $435,000 | -3.3% | 5,118 | -10.2% | 0.10% | -1.9% |
| Q2 2016 | $450,000 | +2.7% | 5,698 | 0.0% | 0.10% | +1.0% |
| Q1 2016 | $438,000 | -17.0% | 5,698 | -18.2% | 0.10% | -13.3% |
| Q4 2015 | $528,000 | -5.4% | 6,967 | -8.3% | 0.12% | -7.7% |
| Q3 2015 | $558,000 | -16.1% | 7,598 | -3.4% | 0.13% | 0.0% |
| Q2 2015 | $665,000 | -9.8% | 7,867 | -9.7% | 0.13% | -3.7% |
| Q1 2015 | $737,000 | -6.5% | 8,716 | -8.5% | 0.14% | -19.2% |
| Q4 2014 | $788,000 | +5.8% | 9,526 | -2.7% | 0.17% | -3.5% |
| Q3 2014 | $745,000 | -16.4% | 9,791 | -9.2% | 0.17% | -21.0% |
| Q2 2014 | $891,000 | +24.4% | 10,784 | +22.8% | 0.22% | +12.3% |
| Q1 2014 | $716,000 | +73.4% | 8,779 | +73.4% | 0.20% | +53.5% |
| Q4 2013 | $413,000 | – | 5,064 | – | 0.13% | – |
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 Wealth, Inc. | 241,714 | $10,458,970 | 0.61% |