WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 111 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,153,567 | +7.4% | 442,652 | +11.2% | 0.04% | +12.9% |
| Q2 2023 | $17,839,274 | +12.9% | 398,109 | +8.9% | 0.03% | +3.3% |
| Q1 2023 | $15,798,917 | -25.9% | 365,546 | -27.0% | 0.03% | -30.2% |
| Q4 2022 | $21,318,764 | +13.3% | 500,557 | +4.2% | 0.04% | +2.4% |
| Q3 2022 | $18,809,000 | +8.3% | 480,187 | +13.7% | 0.04% | +10.5% |
| Q2 2022 | $17,363,000 | -1.7% | 422,253 | +14.7% | 0.04% | +15.2% |
| Q1 2022 | $17,655,000 | +8.6% | 368,115 | +16.4% | 0.03% | +10.0% |
| Q4 2021 | $16,254,000 | +18.1% | 316,217 | +11.0% | 0.03% | +7.1% |
| Q3 2021 | $13,765,000 | +7.2% | 284,796 | +9.5% | 0.03% | +7.7% |
| Q2 2021 | $12,840,000 | +5.6% | 259,975 | +1.3% | 0.03% | -3.7% |
| Q1 2021 | $12,163,000 | -0.5% | 256,715 | -18.2% | 0.03% | -12.9% |
| Q4 2020 | $12,222,000 | +42.3% | 314,014 | +9.2% | 0.03% | +24.0% |
| Q3 2020 | $8,591,000 | +15.8% | 287,612 | +10.1% | 0.02% | +4.2% |
| Q2 2020 | $7,416,000 | -8.6% | 261,317 | -28.1% | 0.02% | -31.4% |
| Q1 2020 | $8,113,000 | -26.4% | 363,335 | +26.7% | 0.04% | 0.0% |
| Q4 2019 | $11,029,000 | +15.4% | 286,852 | +6.8% | 0.04% | 0.0% |
| Q3 2019 | $9,561,000 | -0.3% | 268,572 | +0.5% | 0.04% | -5.4% |
| Q2 2019 | $9,588,000 | +68.1% | 267,225 | +69.1% | 0.04% | +54.2% |
| Q1 2019 | $5,705,000 | +25.1% | 157,998 | +11.0% | 0.02% | 0.0% |
| Q4 2018 | $4,559,000 | +131.2% | 142,290 | +187.4% | 0.02% | +166.7% |
| Q3 2018 | $1,972,000 | +26.6% | 49,508 | +22.9% | 0.01% | +12.5% |
| Q2 2018 | $1,558,000 | +3.9% | 40,276 | -4.0% | 0.01% | -11.1% |
| Q1 2018 | $1,499,000 | -24.7% | 41,954 | -23.7% | 0.01% | -25.0% |
| Q4 2017 | $1,991,000 | +5.6% | 54,983 | +2.0% | 0.01% | 0.0% |
| Q3 2017 | $1,885,000 | +7.3% | 53,907 | +0.8% | 0.01% | 0.0% |
| Q2 2017 | $1,757,000 | +4.3% | 53,487 | +2.3% | 0.01% | -7.7% |
| Q1 2017 | $1,684,000 | -6.0% | 52,277 | +185.0% | 0.01% | -13.3% |
| Q4 2016 | $1,791,000 | +75.2% | 18,341 | +52.4% | 0.02% | +66.7% |
| Q3 2016 | $1,022,000 | +3.4% | 12,036 | -3.8% | 0.01% | -10.0% |
| Q2 2016 | $988,000 | +10.6% | 12,506 | +7.8% | 0.01% | 0.0% |
| Q1 2016 | $893,000 | -28.2% | 11,606 | -29.2% | 0.01% | -33.3% |
| Q4 2015 | $1,243,000 | +45.4% | 16,401 | +41.1% | 0.02% | +7.1% |
| Q3 2015 | $855,000 | – | 11,627 | – | 0.01% | – |
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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% |