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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 273,506 | $11,834,584 | 8.57% |
| Kathleen S. Wright Associates Inc. | 160,776 | $6,955,685 | 3.89% |
| 3D/L Capital Management, LLC | 201,526 | $8,720,035 | 2.83% |
| HERBST GROUP, LLC | 42,394 | $1,834,388 | 1.31% |
| INVENIO WEALTH PARTNERS LLC | 28,983 | $1,254,094 | 1.14% |
| Forefront Analytics, LLC | 33,175 | $1,435,485 | 0.81% |
| HOWARD WEALTH MANAGEMENT, LLC | 19,655 | $850,472 | 0.78% |
| 9258 Wealth Management, LLC | 86,647 | $3,749,216 | 0.73% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 57,638 | $2,494 | 0.62% |
| Linscomb Wealth, Inc. | 241,714 | $10,458,970 | 0.61% |