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 | $5,852,788 | -8.4% | 135,262 | -5.1% | 0.00% | 0.0% |
Q2 2023 | $6,388,729 | -2.6% | 142,574 | -6.1% | 0.00% | 0.0% |
Q1 2023 | $6,560,512 | -1.1% | 151,793 | -2.5% | 0.00% | 0.0% |
Q4 2022 | $6,630,615 | +6.6% | 155,685 | -2.0% | 0.00% | -25.0% |
Q3 2022 | $6,223,000 | -0.9% | 158,875 | +4.0% | 0.00% | 0.0% |
Q2 2022 | $6,280,000 | -39.8% | 152,736 | -29.8% | 0.00% | -20.0% |
Q1 2022 | $10,437,000 | -8.0% | 217,629 | -1.4% | 0.01% | -16.7% |
Q4 2021 | $11,350,000 | -25.6% | 220,823 | -30.1% | 0.01% | -25.0% |
Q3 2021 | $15,258,000 | -1.7% | 315,699 | +0.5% | 0.01% | -11.1% |
Q2 2021 | $15,522,000 | +1.2% | 314,275 | -2.9% | 0.01% | -10.0% |
Q1 2021 | $15,332,000 | +104.9% | 323,602 | +68.3% | 0.01% | +66.7% |
Q4 2020 | $7,484,000 | +23.0% | 192,289 | -5.6% | 0.01% | +20.0% |
Q3 2020 | $6,086,000 | +2.8% | 203,752 | -2.4% | 0.01% | -16.7% |
Q2 2020 | $5,923,000 | +10.7% | 208,698 | -12.9% | 0.01% | 0.0% |
Q1 2020 | $5,352,000 | -49.7% | 239,682 | -13.4% | 0.01% | -45.5% |
Q4 2019 | $10,637,000 | +5.6% | 276,646 | -2.2% | 0.01% | 0.0% |
Q3 2019 | $10,070,000 | +0.9% | 282,874 | +1.7% | 0.01% | -15.4% |
Q2 2019 | $9,978,000 | -6.5% | 278,096 | -5.9% | 0.01% | -13.3% |
Q1 2019 | $10,672,000 | +30.1% | 295,555 | +15.5% | 0.02% | +15.4% |
Q4 2018 | $8,200,000 | +24.1% | 255,935 | +54.3% | 0.01% | +18.2% |
Q3 2018 | $6,609,000 | -3.6% | 165,883 | -6.4% | 0.01% | -31.2% |
Q2 2018 | $6,858,000 | +17.8% | 177,272 | +9.1% | 0.02% | 0.0% |
Q1 2018 | $5,822,000 | -19.1% | 162,471 | -18.2% | 0.02% | 0.0% |
Q4 2017 | $7,199,000 | -17.2% | 198,719 | -20.0% | 0.02% | -23.8% |
Q3 2017 | $8,690,000 | +3.2% | 248,483 | -3.0% | 0.02% | -8.7% |
Q2 2017 | $8,417,000 | -12.9% | 256,274 | -14.6% | 0.02% | -25.8% |
Q1 2017 | $9,663,000 | -2.6% | 300,021 | +195.3% | 0.03% | -13.9% |
Q4 2016 | $9,918,000 | +12.4% | 101,591 | -2.2% | 0.04% | +5.9% |
Q3 2016 | $8,820,000 | -5.3% | 103,839 | -11.9% | 0.03% | -8.1% |
Q2 2016 | $9,309,000 | -1.4% | 117,835 | -4.0% | 0.04% | -9.8% |
Q1 2016 | $9,438,000 | +55.1% | 122,681 | +52.8% | 0.04% | +46.4% |
Q4 2015 | $6,085,000 | +4.2% | 80,273 | +1.1% | 0.03% | -3.4% |
Q3 2015 | $5,838,000 | -8.5% | 79,422 | +5.4% | 0.03% | -3.3% |
Q2 2015 | $6,379,000 | +3.0% | 75,326 | +2.7% | 0.03% | -6.2% |
Q1 2015 | $6,196,000 | +87.0% | 73,323 | +83.0% | 0.03% | -5.9% |
Q4 2014 | $3,314,000 | -50.5% | 40,062 | -54.5% | 0.03% | -49.3% |
Q3 2014 | $6,691,000 | -18.5% | 87,958 | -11.5% | 0.07% | -21.2% |
Q2 2014 | $8,213,000 | +6.1% | 99,400 | +4.8% | 0.08% | -1.2% |
Q1 2014 | $7,738,000 | +13.2% | 94,861 | +13.2% | 0.09% | +10.3% |
Q4 2013 | $6,838,000 | +19.2% | 83,772 | +8.0% | 0.08% | +11.4% |
Q3 2013 | $5,738,000 | +16.9% | 77,573 | +5.6% | 0.07% | +11.1% |
Q2 2013 | $4,908,000 | – | 73,463 | – | 0.06% | – |
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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% |