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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,805,521 | +0.2% | 41,727 | +3.7% | 0.02% | -4.8% |
| Q2 2023 | $1,802,518 | +7.1% | 40,226 | +3.3% | 0.02% | 0.0% |
| Q1 2023 | $1,683,577 | +1.1% | 38,954 | -0.4% | 0.02% | -4.5% |
| Q4 2022 | $1,665,663 | +26.3% | 39,109 | +16.1% | 0.02% | +10.0% |
| Q3 2022 | $1,319,000 | +25.3% | 33,675 | +31.5% | 0.02% | +25.0% |
| Q2 2022 | $1,053,000 | +14.3% | 25,609 | +33.2% | 0.02% | +23.1% |
| Q1 2022 | $921,000 | +30.6% | 19,220 | +40.1% | 0.01% | +18.2% |
| Q4 2021 | $705,000 | +5.2% | 13,716 | -1.0% | 0.01% | 0.0% |
| Q3 2021 | $670,000 | -1.8% | 13,855 | +0.1% | 0.01% | -8.3% |
| Q2 2021 | $682,000 | -12.0% | 13,844 | -15.6% | 0.01% | -29.4% |
| Q1 2021 | $775,000 | +16.4% | 16,401 | -4.0% | 0.02% | +6.2% |
| Q4 2020 | $666,000 | -70.4% | 17,092 | -77.3% | 0.02% | -55.6% |
| Q3 2020 | $2,250,000 | +260.0% | 75,357 | +241.9% | 0.04% | +100.0% |
| Q2 2020 | $625,000 | +35.3% | 22,043 | +6.4% | 0.02% | +28.6% |
| Q1 2020 | $462,000 | -69.9% | 20,713 | -48.2% | 0.01% | -61.1% |
| Q4 2019 | $1,537,000 | – | 39,959 | – | 0.04% | – |
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% |