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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,259,679 | -26.1% | 50,428 | -28.8% | 0.00% | -100.0% |
| Q1 2023 | $3,059,025 | -0.6% | 70,778 | -2.1% | 0.00% | 0.0% |
| Q4 2022 | $3,078,321 | -56.6% | 72,278 | -60.1% | 0.00% | -50.0% |
| Q3 2022 | $7,087,000 | +859.0% | 180,928 | +906.9% | 0.00% | – |
| Q2 2022 | $739,000 | -62.3% | 17,969 | -52.9% | 0.00% | – |
| Q4 2021 | $1,962,000 | +380.9% | 38,178 | +351.8% | 0.00% | – |
| Q3 2021 | $408,000 | -86.4% | 8,451 | -89.1% | 0.00% | – |
| Q4 2020 | $3,006,000 | -39.7% | 77,210 | -53.8% | 0.00% | -100.0% |
| Q3 2020 | $4,987,000 | -11.2% | 166,988 | -15.6% | 0.00% | 0.0% |
| Q2 2020 | $5,616,000 | +142.5% | 197,897 | +90.8% | 0.00% | 0.0% |
| Q1 2020 | $2,316,000 | +36.1% | 103,727 | +117.0% | 0.00% | 0.0% |
| Q3 2019 | $1,702,000 | -47.0% | 47,803 | -46.6% | 0.00% | – |
| Q2 2019 | $3,210,000 | +1450.7% | 89,499 | +1463.3% | 0.00% | – |
| Q1 2019 | $207,000 | -78.2% | 5,725 | -80.7% | 0.00% | – |
| Q4 2018 | $948,000 | +48.1% | 29,590 | +79.0% | 0.00% | – |
| Q2 2018 | $640,000 | -2.9% | 16,535 | -10.3% | 0.00% | – |
| Q1 2018 | $659,000 | +2.8% | 18,442 | +4.2% | 0.00% | – |
| Q4 2017 | $641,000 | +41.8% | 17,699 | +37.0% | 0.00% | – |
| Q3 2017 | $452,000 | -48.3% | 12,918 | -51.5% | 0.00% | – |
| Q2 2017 | $874,000 | +118.0% | 26,620 | +114.0% | 0.00% | – |
| Q1 2017 | $401,000 | -86.5% | 12,438 | -64.3% | 0.00% | -100.0% |
| Q3 2016 | $2,963,000 | -24.4% | 34,883 | -29.7% | 0.00% | -50.0% |
| Q2 2016 | $3,921,000 | +39.9% | 49,638 | +36.5% | 0.00% | +100.0% |
| Q1 2016 | $2,802,000 | -39.8% | 36,372 | -40.9% | 0.00% | -50.0% |
| Q4 2015 | $4,655,000 | +22.0% | 61,514 | +18.5% | 0.00% | 0.0% |
| Q3 2015 | $3,815,000 | +33.9% | 51,904 | +54.2% | 0.00% | +100.0% |
| Q2 2015 | $2,850,000 | +479.3% | 33,662 | +465.6% | 0.00% | – |
| Q4 2014 | $492,000 | -86.1% | 5,952 | -87.3% | 0.00% | -100.0% |
| Q3 2014 | $3,552,000 | -61.6% | 46,700 | -58.3% | 0.00% | -75.0% |
| Q2 2014 | $9,253,000 | +99.5% | 111,948 | +96.4% | 0.00% | +100.0% |
| Q1 2014 | $4,637,000 | -29.7% | 57,010 | -29.5% | 0.00% | -33.3% |
| Q4 2013 | $6,598,000 | +45.3% | 80,811 | +31.6% | 0.00% | +50.0% |
| Q3 2013 | $4,542,000 | -25.8% | 61,398 | -33.0% | 0.00% | -33.3% |
| Q2 2013 | $6,124,000 | – | 91,662 | – | 0.00% | – |
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% |