WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 120 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $231,000 | -6.9% | 4,814 | -0.4% | 0.06% | -5.9% |
| Q4 2021 | $248,000 | +3.3% | 4,831 | -2.5% | 0.07% | -4.2% |
| Q3 2021 | $240,000 | -8.7% | 4,953 | -6.8% | 0.07% | -10.1% |
| Q2 2021 | $263,000 | -2.2% | 5,312 | -6.4% | 0.08% | -7.1% |
| Q1 2021 | $269,000 | +17.0% | 5,674 | -3.9% | 0.08% | +4.9% |
| Q4 2020 | $230,000 | +11.1% | 5,907 | -14.7% | 0.08% | +1.2% |
| Q3 2020 | $207,000 | -1.4% | 6,928 | -6.6% | 0.08% | -10.1% |
| Q2 2020 | $210,000 | -22.8% | 7,414 | +4.8% | 0.09% | -11.0% |
| Q4 2019 | $272,000 | +7.9% | 7,076 | 0.0% | 0.10% | +1.0% |
| Q3 2019 | $252,000 | +0.4% | 7,076 | +1.0% | 0.10% | +1.0% |
| Q2 2019 | $251,000 | +18.4% | 7,007 | +19.6% | 0.10% | +18.1% |
| Q1 2019 | $212,000 | -11.3% | 5,858 | -2.5% | 0.08% | -8.8% |
| Q3 2018 | $239,000 | -0.8% | 6,009 | -3.3% | 0.09% | -7.1% |
| Q2 2018 | $241,000 | +7.6% | 6,211 | -1.0% | 0.10% | +10.1% |
| Q1 2018 | $224,000 | -2.2% | 6,271 | -1.1% | 0.09% | +6.0% |
| Q4 2017 | $229,000 | – | 6,339 | – | 0.08% | – |
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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% |