WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 143 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,477 | -6.0% | 95 | 0.0% | 0.00% | – |
| Q1 2024 | $4,761 | +0.6% | 95 | 0.0% | 0.00% | – |
| Q4 2023 | $4,733 | +15.1% | 95 | 0.0% | 0.00% | – |
| Q3 2023 | $4,111 | -3.4% | 95 | 0.0% | 0.00% | – |
| Q2 2023 | $4,257 | +3.7% | 95 | 0.0% | 0.00% | – |
| Q1 2023 | $4,106 | +102550.0% | 95 | 0.0% | 0.00% | – |
| Q4 2022 | $4 | -99.9% | 95 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | -20.0% | 95 | 0.0% | 0.00% | – |
| Q1 2022 | $5,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q4 2021 | $5,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | +25.0% | 95 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | +33.3% | 95 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | +50.0% | 95 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -50.0% | 95 | 0.0% | 0.00% | – |
| Q4 2019 | $4,000 | -55.6% | 95 | -56.8% | 0.00% | – |
| Q3 2018 | $9,000 | – | 220 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 215,763 | $17,850,000 | 5.45% |
| SVA Wealth Management, LLC | 169,396 | $14,014,000 | 5.09% |
| Gradient Investments LLC | 252,801 | $20,914,000 | 3.44% |
| CUTLER INVESTMENT COUNSEL LLC | 64,763 | $5,358,000 | 1.76% |
| Linscomb Wealth, Inc. | 113,903 | $9,423,000 | 1.04% |
| MOLLER WEALTH PARTNERS | 13,326 | $1,102,000 | 0.54% |
| CUE ADVISORY SERVICES, INC. | 6,052 | $501,000 | 0.53% |
| CULBERTSON A N & CO INC | 12,450 | $1,030,000 | 0.42% |
| Cambridge Investment Research Advisors, Inc. | 80,048 | $6,622,000 | 0.20% |
| LBMC INVESTMENT ADVISORS, LLC | 10,581 | $875,000 | 0.20% |