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 | $96,795 | -3.4% | 2,237 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $100,240 | +3.4% | 2,237 | -0.3% | 0.00% | -50.0% |
| Q1 2023 | $96,942 | +1.5% | 2,243 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $95,529 | -2.5% | 2,243 | -10.2% | 0.00% | 0.0% |
| Q3 2022 | $98,000 | -6.7% | 2,497 | -2.3% | 0.00% | 0.0% |
| Q2 2022 | $105,000 | -23.4% | 2,557 | -10.8% | 0.00% | 0.0% |
| Q1 2022 | $137,000 | -6.8% | 2,865 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $147,000 | +6.5% | 2,865 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $138,000 | +42.3% | 2,865 | +45.4% | 0.00% | +50.0% |
| Q2 2021 | $97,000 | +4.3% | 1,971 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $93,000 | +20.8% | 1,970 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $77,000 | +22.2% | 1,970 | -6.5% | 0.00% | 0.0% |
| Q3 2020 | $63,000 | -7.4% | 2,107 | -12.2% | 0.00% | 0.0% |
| Q2 2020 | $68,000 | – | 2,400 | – | 0.00% | – |
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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% |