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 | $1,044 | -3.8% | 24,120 | -0.4% | 0.01% | 0.0% |
| Q2 2023 | $1,085 | -1.1% | 24,219 | -4.6% | 0.01% | 0.0% |
| Q1 2023 | $1,097 | -2.6% | 25,385 | -4.0% | 0.01% | -16.7% |
| Q4 2022 | $1,126 | -99.9% | 26,442 | +8.4% | 0.01% | +20.0% |
| Q3 2022 | $956,000 | -8.4% | 24,404 | -3.9% | 0.01% | -16.7% |
| Q2 2022 | $1,044,000 | -15.8% | 25,392 | -1.8% | 0.01% | 0.0% |
| Q1 2022 | $1,240,000 | -8.0% | 25,857 | -1.4% | 0.01% | 0.0% |
| Q4 2021 | $1,348,000 | +15.6% | 26,225 | +8.7% | 0.01% | 0.0% |
| Q3 2021 | $1,166,000 | -5.4% | 24,118 | -3.4% | 0.01% | 0.0% |
| Q2 2021 | $1,233,000 | -48.3% | 24,955 | -50.4% | 0.01% | -53.8% |
| Q1 2021 | $2,386,000 | +173.6% | 50,350 | +124.8% | 0.01% | +160.0% |
| Q4 2020 | $872,000 | +7.8% | 22,396 | -17.3% | 0.01% | 0.0% |
| Q3 2020 | $809,000 | -73.1% | 27,079 | -74.5% | 0.01% | -78.3% |
| Q2 2020 | $3,011,000 | -25.2% | 106,087 | -41.1% | 0.02% | -41.0% |
| Q1 2020 | $4,025,000 | -42.4% | 180,241 | -0.8% | 0.04% | -27.8% |
| Q4 2019 | $6,984,000 | +12.5% | 181,632 | +4.2% | 0.05% | 0.0% |
| Q3 2019 | $6,207,000 | -4.1% | 174,363 | -3.3% | 0.05% | -8.5% |
| Q2 2019 | $6,469,000 | +129.8% | 180,287 | +131.3% | 0.06% | +118.5% |
| Q1 2019 | $2,815,000 | +44.3% | 77,954 | +28.0% | 0.03% | +22.7% |
| Q4 2018 | $1,951,000 | 0.0% | 60,880 | +24.3% | 0.02% | +15.8% |
| Q3 2018 | $1,951,000 | +12.9% | 48,977 | +9.6% | 0.02% | +5.6% |
| Q2 2018 | $1,728,000 | +8.0% | 44,675 | -0.2% | 0.02% | 0.0% |
| Q1 2018 | $1,600,000 | +9.1% | 44,782 | +10.6% | 0.02% | +5.9% |
| Q4 2017 | $1,467,000 | -11.1% | 40,497 | -14.2% | 0.02% | -22.7% |
| Q3 2017 | $1,651,000 | -19.9% | 47,219 | -24.8% | 0.02% | -26.7% |
| Q2 2017 | $2,061,000 | -21.8% | 62,758 | -23.3% | 0.03% | -33.3% |
| Q1 2017 | $2,636,000 | -29.4% | 81,840 | +113.9% | 0.04% | -35.7% |
| Q4 2016 | $3,735,000 | -16.4% | 38,255 | -27.2% | 0.07% | -15.7% |
| Q3 2016 | $4,466,000 | -8.8% | 52,582 | -15.2% | 0.08% | -20.2% |
| Q2 2016 | $4,898,000 | -6.1% | 62,004 | -8.6% | 0.10% | -11.9% |
| Q1 2016 | $5,217,000 | -9.8% | 67,810 | -11.1% | 0.12% | -13.9% |
| Q4 2015 | $5,785,000 | -3.5% | 76,316 | -6.4% | 0.14% | -20.3% |
| Q3 2015 | $5,993,000 | -11.8% | 81,532 | +1.7% | 0.17% | -8.5% |
| Q2 2015 | $6,791,000 | -0.0% | 80,195 | -0.2% | 0.19% | -2.6% |
| Q1 2015 | $6,792,000 | +2.6% | 80,375 | +0.4% | 0.19% | -5.9% |
| Q4 2014 | $6,622,000 | +5.0% | 80,048 | -3.4% | 0.20% | +10.2% |
| Q3 2014 | $6,305,000 | -12.6% | 82,881 | -5.1% | 0.19% | -26.2% |
| Q2 2014 | $7,213,000 | +3.9% | 87,294 | +2.6% | 0.25% | -3.8% |
| Q1 2014 | $6,939,000 | +2.8% | 85,074 | +2.8% | 0.26% | -5.4% |
| Q4 2013 | $6,753,000 | +7.2% | 82,726 | -2.8% | 0.28% | +0.4% |
| Q3 2013 | $6,298,000 | +10.9% | 85,142 | +0.2% | 0.28% | -4.5% |
| Q2 2013 | $5,678,000 | – | 84,993 | – | 0.29% | – |
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% |