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 | $2,072,938 | -5.3% | 47,907 | -2.0% | 0.01% | -45.5% |
| Q2 2023 | $2,189,553 | +5.1% | 48,863 | +1.3% | 0.01% | +175.0% |
| Q1 2023 | $2,083,809 | +3.0% | 48,214 | +1.5% | 0.00% | -20.0% |
| Q4 2022 | $2,023,664 | +18.1% | 47,515 | +8.7% | 0.01% | +25.0% |
| Q3 2022 | $1,713,000 | -16.2% | 43,723 | -12.1% | 0.00% | -20.0% |
| Q2 2022 | $2,045,000 | +16.6% | 49,726 | +36.0% | 0.01% | +25.0% |
| Q1 2022 | $1,754,000 | -3.6% | 36,565 | +3.3% | 0.00% | 0.0% |
| Q4 2021 | $1,819,000 | +20.6% | 35,396 | +13.4% | 0.00% | 0.0% |
| Q3 2021 | $1,508,000 | -2.8% | 31,202 | -0.6% | 0.00% | 0.0% |
| Q2 2021 | $1,551,000 | +5.2% | 31,405 | +1.0% | 0.00% | -20.0% |
| Q1 2021 | $1,474,000 | -22.7% | 31,104 | -36.5% | 0.01% | -16.7% |
| Q4 2020 | $1,906,000 | +47.5% | 48,975 | +13.2% | 0.01% | +20.0% |
| Q3 2020 | $1,292,000 | -7.7% | 43,249 | -12.3% | 0.01% | -16.7% |
| Q2 2020 | $1,400,000 | +28.0% | 49,318 | +0.7% | 0.01% | 0.0% |
| Q1 2020 | $1,094,000 | -55.2% | 48,970 | -22.8% | 0.01% | -45.5% |
| Q4 2019 | $2,440,000 | +4.3% | 63,470 | -3.4% | 0.01% | -8.3% |
| Q3 2019 | $2,340,000 | -5.7% | 65,723 | -4.9% | 0.01% | -14.3% |
| Q2 2019 | $2,481,000 | -2.7% | 69,134 | -2.1% | 0.01% | +7.7% |
| Q1 2019 | $2,551,000 | +17.7% | 70,637 | +4.4% | 0.01% | 0.0% |
| Q4 2018 | $2,167,000 | -12.9% | 67,634 | +8.3% | 0.01% | +8.3% |
| Q3 2018 | $2,487,000 | +2.0% | 62,426 | -0.9% | 0.01% | -14.3% |
| Q2 2018 | $2,438,000 | +12.2% | 63,022 | +3.6% | 0.01% | -6.7% |
| Q1 2018 | $2,173,000 | +27.7% | 60,830 | +29.5% | 0.02% | +36.4% |
| Q4 2017 | $1,702,000 | -15.4% | 46,986 | -18.4% | 0.01% | -21.4% |
| Q3 2017 | $2,013,000 | +10.5% | 57,553 | +3.7% | 0.01% | 0.0% |
| Q2 2017 | $1,822,000 | +3.3% | 55,489 | +1.4% | 0.01% | 0.0% |
| Q1 2017 | $1,763,000 | -33.6% | 54,744 | +101.4% | 0.01% | -39.1% |
| Q4 2016 | $2,654,000 | +3.1% | 27,185 | -10.3% | 0.02% | -4.2% |
| Q3 2016 | $2,574,000 | +11.5% | 30,305 | +3.7% | 0.02% | +9.1% |
| Q2 2016 | $2,308,000 | +96.3% | 29,213 | +91.0% | 0.02% | +100.0% |
| Q1 2016 | $1,176,000 | -41.1% | 15,292 | -41.9% | 0.01% | -45.0% |
| Q4 2015 | $1,997,000 | +118.3% | 26,342 | +111.5% | 0.02% | +81.8% |
| Q3 2015 | $915,000 | -17.3% | 12,452 | -14.4% | 0.01% | -21.4% |
| Q3 2014 | $1,107,000 | -7.9% | 14,550 | 0.0% | 0.01% | -30.0% |
| Q2 2014 | $1,202,000 | +1.3% | 14,550 | 0.0% | 0.02% | -9.1% |
| Q1 2014 | $1,187,000 | -0.1% | 14,550 | 0.0% | 0.02% | -8.3% |
| Q4 2013 | $1,188,000 | +10.4% | 14,550 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $1,076,000 | +10.7% | 14,550 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $972,000 | – | 14,550 | – | 0.02% | – |
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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% |