WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 124 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,746,044 | -3.5% | 63,463 | -0.1% | 0.55% | +0.2% |
| Q2 2023 | $2,846,236 | +2.8% | 63,518 | -0.8% | 0.55% | -2.7% |
| Q1 2023 | $2,767,631 | -1.6% | 64,036 | -3.1% | 0.56% | -4.7% |
| Q4 2022 | $2,813,426 | +8.3% | 66,058 | -0.5% | 0.59% | -1.7% |
| Q3 2022 | $2,599,000 | -4.2% | 66,358 | +0.5% | 0.60% | +2.6% |
| Q2 2022 | $2,713,000 | -14.5% | 65,999 | -0.3% | 0.59% | -1.5% |
| Q1 2022 | $3,173,000 | -8.9% | 66,169 | -2.4% | 0.60% | -9.0% |
| Q4 2021 | $3,483,000 | +3.7% | 67,779 | -2.5% | 0.66% | -4.5% |
| Q3 2021 | $3,358,000 | +7.4% | 69,498 | +9.8% | 0.69% | +5.5% |
| Q2 2021 | $3,126,000 | +4.2% | 63,298 | 0.0% | 0.65% | -1.4% |
| Q1 2021 | $2,999,000 | +18.3% | 63,298 | -2.8% | 0.66% | +9.5% |
| Q4 2020 | $2,535,000 | +25.2% | 65,144 | -3.9% | 0.60% | +12.9% |
| Q3 2020 | $2,024,000 | +3.7% | 67,764 | -1.4% | 0.53% | -0.4% |
| Q2 2020 | $1,951,000 | +28.5% | 68,753 | +1.1% | 0.54% | +9.2% |
| Q1 2020 | $1,518,000 | -43.9% | 67,978 | -3.4% | 0.49% | -29.6% |
| Q4 2019 | $2,707,000 | +5.7% | 70,400 | -2.2% | 0.70% | -0.3% |
| Q3 2019 | $2,562,000 | +2.3% | 71,957 | +3.1% | 0.70% | +0.4% |
| Q2 2019 | $2,504,000 | +2.5% | 69,787 | +3.2% | 0.70% | -1.1% |
| Q1 2019 | $2,442,000 | +8.3% | 67,629 | -3.9% | 0.70% | -1.9% |
| Q4 2018 | $2,254,000 | -17.9% | 70,344 | +2.1% | 0.72% | -4.0% |
| Q3 2018 | $2,745,000 | +10.3% | 68,893 | +7.2% | 0.75% | +1.1% |
| Q2 2018 | $2,488,000 | +9.1% | 64,293 | +0.8% | 0.74% | +8.5% |
| Q1 2018 | $2,280,000 | -7.8% | 63,802 | -6.6% | 0.68% | -2.2% |
| Q4 2017 | $2,473,000 | +10.0% | 68,287 | +6.2% | 0.70% | +1.6% |
| Q3 2017 | $2,248,000 | +15.3% | 64,277 | +8.3% | 0.69% | +11.0% |
| Q2 2017 | $1,950,000 | +19.6% | 59,369 | +17.3% | 0.62% | +16.4% |
| Q1 2017 | $1,631,000 | +11.7% | 50,634 | +238.6% | 0.53% | +6.8% |
| Q4 2016 | $1,460,000 | +10.6% | 14,952 | -3.8% | 0.50% | +6.0% |
| Q3 2016 | $1,320,000 | +5.6% | 15,543 | -1.7% | 0.47% | +1.5% |
| Q2 2016 | $1,250,000 | -4.7% | 15,818 | -7.1% | 0.46% | -9.2% |
| Q1 2016 | $1,311,000 | +3.5% | 17,035 | +1.9% | 0.51% | +1.6% |
| Q4 2015 | $1,267,000 | +27.0% | 16,718 | +23.1% | 0.50% | +19.0% |
| Q3 2015 | $998,000 | -12.8% | 13,580 | +0.4% | 0.42% | -5.6% |
| Q2 2015 | $1,145,000 | +8.8% | 13,527 | +8.7% | 0.45% | +6.4% |
| Q1 2015 | $1,052,000 | +2.1% | 12,450 | 0.0% | 0.42% | -1.4% |
| Q4 2014 | $1,030,000 | +11.5% | 12,450 | +2.5% | 0.42% | +6.8% |
| Q3 2014 | $924,000 | -10.6% | 12,150 | -2.8% | 0.40% | -11.4% |
| Q2 2014 | $1,033,000 | +1.3% | 12,500 | 0.0% | 0.45% | -5.5% |
| Q1 2014 | $1,020,000 | +0.3% | 12,500 | +0.3% | 0.48% | -4.0% |
| Q4 2013 | $1,017,000 | +14.1% | 12,460 | +3.4% | 0.50% | +3.8% |
| Q3 2013 | $891,000 | +13.5% | 12,050 | +2.6% | 0.48% | +7.9% |
| Q2 2013 | $785,000 | – | 11,750 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 450,142 | $13,446,000 | 3.74% |
| Forefront Analytics, LLC | 175,807 | $5,253,000 | 2.45% |
| PSI Advisors, LLC | 72,466 | $2,164,000 | 1.65% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 100,353 | $2,998,000 | 1.55% |
| Savant Capital, LLC | 599,055 | $17,894,000 | 1.22% |
| 9258 Wealth Management, LLC | 96,365 | $2,959,000 | 1.12% |
| Linscomb & Williams, Inc. | 494,862 | $14,782,000 | 1.02% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 37,310 | $1,114,000 | 0.90% |
| ACG Wealth | 180,171 | $5,382,000 | 0.81% |
| Tennessee Valley Asset Management Partners | 44,382 | $1,326,000 | 0.78% |