WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 111 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,458,970 | -9.7% | 241,714 | -6.5% | 0.61% | -2.1% |
| Q2 2023 | $11,580,069 | -1.2% | 258,426 | -4.7% | 0.62% | +1.8% |
| Q1 2023 | $11,715,022 | -5.2% | 271,056 | -6.5% | 0.61% | -2.1% |
| Q4 2022 | $12,351,332 | +5.0% | 290,005 | -3.4% | 0.63% | -12.2% |
| Q3 2022 | $11,762,000 | -7.5% | 300,268 | -2.9% | 0.71% | -2.1% |
| Q2 2022 | $12,721,000 | -26.6% | 309,373 | -14.4% | 0.73% | -12.0% |
| Q1 2022 | $17,332,000 | -8.8% | 361,384 | -2.2% | 0.83% | -8.7% |
| Q4 2021 | $19,002,000 | +1.3% | 369,688 | -4.7% | 0.91% | -6.1% |
| Q3 2021 | $18,749,000 | -9.1% | 387,930 | -7.1% | 0.97% | -8.5% |
| Q2 2021 | $20,630,000 | +0.3% | 417,691 | -3.8% | 1.06% | -5.6% |
| Q1 2021 | $20,569,000 | +17.3% | 434,134 | -3.6% | 1.12% | +6.8% |
| Q4 2020 | $17,536,000 | +18.6% | 450,560 | -9.0% | 1.05% | +2.9% |
| Q3 2020 | $14,782,000 | +3.2% | 494,862 | -1.9% | 1.02% | -2.9% |
| Q2 2020 | $14,320,000 | -16.2% | 504,565 | -34.1% | 1.05% | -30.6% |
| Q1 2020 | $17,091,000 | -41.6% | 765,386 | +0.6% | 1.51% | -20.9% |
| Q4 2019 | $29,264,000 | +12.0% | 761,081 | +3.7% | 1.91% | -9.1% |
| Q3 2019 | $26,124,000 | +1.0% | 733,826 | +1.8% | 2.10% | -1.1% |
| Q2 2019 | $25,876,000 | +2.3% | 721,168 | +3.0% | 2.12% | -0.3% |
| Q1 2019 | $25,289,000 | +18.5% | 700,325 | +5.2% | 2.13% | +5.5% |
| Q4 2018 | $21,338,000 | -23.6% | 665,978 | -4.9% | 2.02% | -12.0% |
| Q3 2018 | $27,912,000 | +6.1% | 700,610 | +3.1% | 2.29% | +2.5% |
| Q2 2018 | $26,304,000 | +12.1% | 679,853 | +3.5% | 2.24% | +12.0% |
| Q1 2018 | $23,468,000 | +7.1% | 656,824 | +8.6% | 2.00% | +10.9% |
| Q4 2017 | $21,905,000 | +16.0% | 604,773 | +12.0% | 1.80% | +11.0% |
| Q3 2017 | $18,882,000 | +11.3% | 539,960 | +4.6% | 1.62% | +6.9% |
| Q2 2017 | $16,960,000 | +4.2% | 516,450 | +2.2% | 1.52% | +3.0% |
| Q1 2017 | $16,274,000 | +3.3% | 505,233 | +213.0% | 1.47% | +0.5% |
| Q4 2016 | $15,760,000 | +20.1% | 161,423 | +4.5% | 1.47% | +15.0% |
| Q3 2016 | $13,119,000 | +11.9% | 154,452 | +4.0% | 1.28% | +7.9% |
| Q2 2016 | $11,727,000 | +3.9% | 148,448 | +1.1% | 1.18% | -3.3% |
| Q1 2016 | $11,291,000 | +7.2% | 146,775 | +5.6% | 1.22% | +2.5% |
| Q4 2015 | $10,531,000 | +8.2% | 138,935 | +4.9% | 1.19% | +4.1% |
| Q3 2015 | $9,737,000 | -8.0% | 132,478 | +6.0% | 1.14% | -0.9% |
| Q2 2015 | $10,583,000 | +4.8% | 124,980 | +4.6% | 1.16% | +6.6% |
| Q1 2015 | $10,095,000 | +7.1% | 119,458 | +4.9% | 1.08% | +3.8% |
| Q4 2014 | $9,423,000 | +15.0% | 113,903 | +5.7% | 1.04% | +15.4% |
| Q3 2014 | $8,197,000 | -2.3% | 107,753 | +6.2% | 0.90% | +2.1% |
| Q2 2014 | $8,387,000 | +59.0% | 101,503 | +57.0% | 0.88% | +52.1% |
| Q1 2014 | $5,274,000 | +67.0% | 64,662 | +67.2% | 0.58% | +50.4% |
| Q4 2013 | $3,158,000 | +540.6% | 38,681 | +479.9% | 0.39% | +495.4% |
| Q3 2013 | $493,000 | – | 6,670 | – | 0.06% | – |
Download | ||||||
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 & Williams, Inc. | 241,714 | $10,458,970 | 0.61% |