LPL Financial LLC - WISDOMTREE TR ownership

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
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$20,335,663
-0.5%
469,971
+3.0%
0.01%
-6.7%
Q2 2023$20,437,468
+6.5%
456,092
+2.8%
0.02%0.0%
Q1 2023$19,184,054
-58.1%
443,870
-58.7%
0.02%
-61.5%
Q4 2022$45,734,345
+91.1%
1,073,828
+75.8%
0.04%
+69.6%
Q3 2022$23,927,000
+446.2%
610,862
+473.4%
0.02%
+475.0%
Q2 2022$4,381,000
-67.2%
106,532
-61.8%
0.00%
-63.6%
Q1 2022$13,374,000
-66.5%
278,855
-64.1%
0.01%
-66.7%
Q4 2021$39,911,000
+194.6%
776,477
+177.0%
0.03%
+153.8%
Q3 2021$13,549,000
-5.4%
280,347
-3.3%
0.01%
-7.1%
Q2 2021$14,316,000
-32.7%
289,858
-35.5%
0.01%
-41.7%
Q1 2021$21,276,000
+440.8%
449,045
+344.3%
0.02%
+380.0%
Q4 2020$3,934,000
+38.0%
101,076
+5.9%
0.01%
+25.0%
Q3 2020$2,850,000
-4.0%
95,401
-8.8%
0.00%
-20.0%
Q2 2020$2,970,000
+20.3%
104,647
-5.4%
0.01%0.0%
Q1 2020$2,469,000
-47.2%
110,575
-9.1%
0.01%
-44.4%
Q4 2019$4,680,000
+35.4%
121,708
+25.3%
0.01%
+28.6%
Q3 2019$3,457,000
-4.2%
97,096
-3.4%
0.01%
-12.5%
Q2 2019$3,608,000
-18.0%
100,551
-17.5%
0.01%
-20.0%
Q1 2019$4,401,000
+20.8%
121,877
+7.2%
0.01%0.0%
Q4 2018$3,642,000
+5.4%
113,665
+31.1%
0.01%
+25.0%
Q3 2018$3,455,000
+8.1%
86,713
+5.0%
0.01%0.0%
Q2 2018$3,195,000
+25.8%
82,572
+16.1%
0.01%
+14.3%
Q1 2018$2,540,000
+11.1%
71,094
+12.6%
0.01%0.0%
Q4 2017$2,287,000
-31.7%
63,144
-34.0%
0.01%
-41.7%
Q3 2017$3,347,000
+23.7%
95,710
+16.2%
0.01%
+20.0%
Q2 2017$2,706,000
+0.1%
82,389
-3.3%
0.01%
-44.4%
Q1 2017$2,702,000
-16.9%
85,243
+157.1%
0.02%
-28.0%
Q4 2016$3,253,000
+93.7%
33,160
+66.7%
0.02%
+56.2%
Q3 2016$1,679,000
+10.8%
19,894
+2.7%
0.02%
+23.1%
Q2 2016$1,516,000
-51.1%
19,367
-53.0%
0.01%
+44.4%
Q1 2016$3,100,000
-40.6%
41,207
-41.5%
0.01%
-35.7%
Q4 2015$5,215,000
+42.1%
70,437
+46.9%
0.01%
-30.0%
Q3 2015$3,671,000
-14.3%
47,949
-6.6%
0.02%
-9.1%
Q2 2015$4,283,000
-1.3%
51,330
-0.0%
0.02%0.0%
Q1 2015$4,341,000
-22.0%
51,340
-23.7%
0.02%
-26.7%
Q4 2014$5,565,000
+6.5%
67,270
-3.3%
0.03%
-3.2%
Q3 2014$5,223,000
-13.6%
69,553
-4.9%
0.03%
-11.4%
Q2 2014$6,044,000
+2.6%
73,145
+1.2%
0.04%
-2.8%
Q1 2014$5,893,000
+13.6%
72,248
+13.7%
0.04%
+12.5%
Q4 2013$5,188,000
+53.8%
63,559
+42.3%
0.03%
+45.5%
Q3 2013$3,374,000
+135.9%
44,679
+108.7%
0.02%
+120.0%
Q2 2013$1,430,00021,4110.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 194,984$10,022,0008.34%
Kathleen S. Wright Associates Inc. 177,299$9,113,0006.70%
3D/L Capital Management, LLC 303,036$15,576,0003.64%
BlackDiamond Wealth Management, LLC 40,294$2,071,0002.38%
Forefront Analytics, LLC 111,972$5,755,0001.93%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 101,462$5,215,0001.59%
HERBST GROUP, LLC 46,634$2,397,0001.48%
PSI Advisors, LLC 66,953$3,442,0001.40%
9258 Wealth Management, LLC 92,840$4,772,0001.09%
Linscomb & Williams, Inc. 369,688$19,002,0000.91%
View complete list of WISDOMTREE TR shareholders