WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 116 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,688,471 | +119.1% | 39,022 | +127.0% | 0.00% | 0.0% |
| Q2 2023 | $770,476 | +1.3% | 17,194 | -2.3% | 0.00% | 0.0% |
| Q1 2023 | $760,719 | +3.6% | 17,601 | +2.0% | 0.00% | 0.0% |
| Q4 2022 | $734,592 | +12.7% | 17,248 | +3.6% | 0.00% | 0.0% |
| Q3 2022 | $652,000 | +3.5% | 16,655 | +8.8% | 0.00% | 0.0% |
| Q2 2022 | $630,000 | -56.8% | 15,314 | -49.6% | 0.00% | 0.0% |
| Q1 2022 | $1,459,000 | -61.1% | 30,411 | -58.3% | 0.00% | -66.7% |
| Q4 2021 | $3,748,000 | +53.5% | 72,926 | +44.4% | 0.00% | +50.0% |
| Q3 2021 | $2,442,000 | +287.6% | 50,519 | +296.2% | 0.00% | +100.0% |
| Q2 2021 | $630,000 | +18.6% | 12,751 | +13.7% | 0.00% | 0.0% |
| Q1 2021 | $531,000 | +20.7% | 11,213 | -0.9% | 0.00% | – |
| Q4 2020 | $440,000 | -3.7% | 11,313 | -26.0% | 0.00% | -100.0% |
| Q3 2020 | $457,000 | +2.9% | 15,294 | -2.2% | 0.00% | 0.0% |
| Q2 2020 | $444,000 | +17.5% | 15,636 | -7.6% | 0.00% | 0.0% |
| Q1 2020 | $378,000 | -66.9% | 16,915 | -43.1% | 0.00% | 0.0% |
| Q4 2019 | $1,143,000 | -60.0% | 29,739 | -62.9% | 0.00% | -75.0% |
| Q3 2019 | $2,856,000 | +0.1% | 80,232 | +1.0% | 0.00% | 0.0% |
| Q2 2019 | $2,852,000 | -2.4% | 79,475 | -1.8% | 0.00% | 0.0% |
| Q1 2019 | $2,923,000 | +31.7% | 80,933 | +16.8% | 0.00% | 0.0% |
| Q4 2018 | $2,220,000 | +54.8% | 69,292 | +92.6% | 0.00% | +100.0% |
| Q3 2018 | $1,434,000 | -29.0% | 35,984 | -31.1% | 0.00% | -33.3% |
| Q2 2018 | $2,021,000 | +61.9% | 52,232 | +49.5% | 0.00% | +50.0% |
| Q1 2018 | $1,248,000 | +9.3% | 34,932 | +10.8% | 0.00% | 0.0% |
| Q4 2017 | $1,142,000 | +0.4% | 31,531 | -3.1% | 0.00% | 0.0% |
| Q3 2017 | $1,138,000 | +45.2% | 32,529 | +36.3% | 0.00% | 0.0% |
| Q2 2017 | $784,000 | +19.1% | 23,872 | +16.8% | 0.00% | 0.0% |
| Q1 2017 | $658,000 | -31.4% | 20,436 | +108.0% | 0.00% | 0.0% |
| Q4 2016 | $959,000 | -14.3% | 9,824 | -25.4% | 0.00% | -33.3% |
| Q3 2016 | $1,119,000 | +12.6% | 13,176 | +4.7% | 0.00% | 0.0% |
| Q2 2016 | $994,000 | +7.5% | 12,582 | +4.6% | 0.00% | 0.0% |
| Q1 2016 | $925,000 | – | 12,029 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 976,317 | $34,142,000 | 8.12% |
| SVA Wealth Management, LLC | 883,642 | $30,901,000 | 3.82% |
| TMD & ASSOCIATES, INC | 90,775 | $3,174,000 | 2.94% |
| Linscomb Wealth, Inc. | 539,960 | $18,882,000 | 1.62% |
| Kelman-Lazarov, Inc. | 80,114 | $2,802,000 | 1.48% |
| CUTLER INVESTMENT COUNSEL LLC | 141,165 | $4,937,000 | 1.15% |
| CULBERTSON A N & CO INC | 64,277 | $2,248,000 | 0.69% |
| Clearwater Capital Advisors, LLC | 60,007 | $2,113,000 | 0.49% |
| MOLLER WEALTH PARTNERS | 18,699 | $654,000 | 0.25% |
| Covenant Asset Management, LLC | 10,045 | $351,000 | 0.21% |