WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 115 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,494 | -42.8% | 57,638 | -40.7% | 0.62% | -39.5% |
Q2 2023 | $4,357 | +4.1% | 97,234 | +0.4% | 1.02% | -2.8% |
Q1 2023 | $4,185 | -1.7% | 96,825 | -3.2% | 1.05% | -7.2% |
Q4 2022 | $4,259 | -99.9% | 99,989 | -2.1% | 1.13% | -31.1% |
Q3 2022 | $4,002,000 | -4.4% | 102,180 | +0.4% | 1.64% | +1.5% |
Q2 2022 | $4,186,000 | -15.0% | 101,810 | -0.8% | 1.62% | -0.9% |
Q1 2022 | $4,924,000 | -5.6% | 102,675 | +1.2% | 1.63% | +2.8% |
Q4 2021 | $5,215,000 | +7.1% | 101,462 | +0.7% | 1.59% | -1.7% |
Q3 2021 | $4,870,000 | -1.5% | 100,757 | +0.6% | 1.62% | +0.2% |
Q2 2021 | $4,945,000 | +1.6% | 100,112 | -2.5% | 1.61% | -22.6% |
Q1 2021 | $4,867,000 | +23.1% | 102,730 | +1.2% | 2.08% | +14.3% |
Q4 2020 | $3,953,000 | +31.9% | 101,556 | +1.2% | 1.82% | +17.6% |
Q3 2020 | $2,998,000 | +11.4% | 100,353 | +5.8% | 1.55% | +3.1% |
Q2 2020 | $2,691,000 | +26.9% | 94,819 | -0.1% | 1.50% | +5.9% |
Q1 2020 | $2,120,000 | -39.3% | 94,919 | +4.6% | 1.42% | -21.2% |
Q4 2019 | $3,490,000 | +11.1% | 90,759 | +2.9% | 1.80% | +1.9% |
Q3 2019 | $3,141,000 | +0.7% | 88,219 | +1.5% | 1.77% | -2.2% |
Q2 2019 | $3,119,000 | -0.2% | 86,925 | +0.4% | 1.81% | -3.8% |
Q1 2019 | $3,126,000 | – | 86,565 | – | 1.88% | – |
Download |
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% |