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 | $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 | $1,430,000 | – | 21,411 | – | 0.01% | – |
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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 & Williams, Inc. | 241,714 | $10,458,970 | 0.61% |