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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $202,000 | -37.3% | 5,196 | -41.2% | 0.12% | -33.1% |
| Q4 2019 | $322,000 | -0.9% | 8,843 | -3.3% | 0.17% | +3.6% |
| Q3 2019 | $325,000 | -7.1% | 9,143 | -6.2% | 0.17% | +33.9% |
| Q2 2019 | $350,000 | -0.6% | 9,745 | 0.0% | 0.12% | -6.1% |
| Q1 2019 | $352,000 | +12.8% | 9,745 | 0.0% | 0.13% | -2.2% |
| Q4 2018 | $312,000 | -19.6% | 9,745 | -0.0% | 0.14% | -5.6% |
| Q3 2018 | $388,000 | +2.9% | 9,746 | +0.0% | 0.14% | -4.7% |
| Q2 2018 | $377,000 | +8.3% | 9,745 | 0.0% | 0.15% | +7.9% |
| Q1 2018 | $348,000 | -1.1% | 9,745 | +0.3% | 0.14% | +2.2% |
| Q4 2017 | $352,000 | +13.5% | 9,714 | +9.5% | 0.14% | +7.1% |
| Q3 2017 | $310,000 | -2.5% | 8,868 | -8.5% | 0.13% | -6.6% |
| Q2 2017 | $318,000 | -3.9% | 9,692 | -5.5% | 0.14% | -8.1% |
| Q1 2017 | $331,000 | -1.8% | 10,261 | +197.1% | 0.15% | -5.7% |
| Q4 2016 | $337,000 | +15.0% | 3,454 | +0.0% | 0.16% | +12.9% |
| Q3 2016 | $293,000 | +5.8% | 3,453 | -1.4% | 0.14% | +2.2% |
| Q2 2016 | $277,000 | +3.4% | 3,503 | +0.4% | 0.14% | -4.9% |
| Q1 2016 | $268,000 | 0.0% | 3,488 | -1.4% | 0.14% | -5.3% |
| Q4 2015 | $268,000 | -14.4% | 3,538 | -16.9% | 0.15% | -3.8% |
| Q3 2015 | $313,000 | -11.1% | 4,255 | +2.4% | 0.16% | -1.9% |
| Q2 2015 | $352,000 | – | 4,155 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 976,317 | $34,142,000 | 8.12% |
| SVA Wealth Management, LLC | 883,642 | $30,901,000 | 3.82% |
| TMD & ASSOCIATES, INC | 90,775 | $3,174,000 | 2.94% |
| Linscomb Wealth, Inc. | 539,960 | $18,882,000 | 1.62% |
| Kelman-Lazarov, Inc. | 80,114 | $2,802,000 | 1.48% |
| CUTLER INVESTMENT COUNSEL LLC | 141,165 | $4,937,000 | 1.15% |
| CULBERTSON A N & CO INC | 64,277 | $2,248,000 | 0.69% |
| Clearwater Capital Advisors, LLC | 60,007 | $2,113,000 | 0.49% |
| MOLLER WEALTH PARTNERS | 18,699 | $654,000 | 0.25% |
| Covenant Asset Management, LLC | 10,045 | $351,000 | 0.21% |