WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 126 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $209,690 | -35.9% | 4,846 | -33.6% | 0.00% | – |
Q2 2023 | $327,094 | +3.7% | 7,300 | +0.0% | 0.00% | – |
Q1 2023 | $315,463 | +4.5% | 7,299 | +3.0% | 0.00% | – |
Q4 2022 | $301,837 | +4.8% | 7,087 | -3.6% | 0.00% | -100.0% |
Q3 2022 | $288,000 | -3.4% | 7,348 | +1.4% | 0.00% | 0.0% |
Q2 2022 | $298,000 | -21.6% | 7,247 | -8.5% | 0.00% | 0.0% |
Q1 2022 | $380,000 | -21.5% | 7,917 | -15.9% | 0.00% | 0.0% |
Q4 2021 | $484,000 | +36.7% | 9,415 | +28.7% | 0.00% | 0.0% |
Q3 2021 | $354,000 | -1.4% | 7,316 | +0.6% | 0.00% | 0.0% |
Q2 2021 | $359,000 | +41.9% | 7,272 | +36.3% | 0.00% | 0.0% |
Q1 2021 | $253,000 | +40.6% | 5,336 | +15.3% | 0.00% | – |
Q4 2020 | $180,000 | +62.2% | 4,628 | +24.3% | 0.00% | – |
Q3 2020 | $111,000 | +2.8% | 3,724 | -2.1% | 0.00% | – |
Q2 2020 | $108,000 | -10.7% | 3,802 | -30.0% | 0.00% | – |
Q1 2020 | $121,000 | -95.2% | 5,433 | -91.8% | 0.00% | -100.0% |
Q4 2019 | $2,541,000 | +4.2% | 66,090 | -3.5% | 0.01% | 0.0% |
Q3 2019 | $2,438,000 | +6.9% | 68,484 | +7.8% | 0.01% | 0.0% |
Q2 2019 | $2,280,000 | +12.8% | 63,557 | +13.6% | 0.01% | 0.0% |
Q1 2019 | $2,021,000 | +25.5% | 55,955 | +11.3% | 0.01% | +12.5% |
Q4 2018 | $1,610,000 | +4500.0% | 50,255 | +5597.8% | 0.01% | – |
Q3 2018 | $35,000 | +2.9% | 882 | 0.0% | 0.00% | – |
Q2 2018 | $34,000 | +6.2% | 882 | 0.0% | 0.00% | – |
Q1 2018 | $32,000 | 0.0% | 882 | 0.0% | 0.00% | – |
Q4 2017 | $32,000 | +77.8% | 882 | +65.2% | 0.00% | – |
Q2 2017 | $18,000 | +5.9% | 534 | +0.4% | 0.00% | – |
Q1 2017 | $17,000 | 0.0% | 532 | +200.6% | 0.00% | – |
Q4 2016 | $17,000 | +142.9% | 177 | +82.5% | 0.00% | – |
Q3 2015 | $7,000 | -12.5% | 97 | +4.3% | 0.00% | – |
Q4 2014 | $8,000 | – | 93 | – | 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% |