WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 115 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $538 | -88.9% | 12,444 | -88.9% | 0.02% | -87.3% |
| Q1 2023 | $4,867 | -99.6% | 112,610 | +250.8% | 0.20% | +194.0% |
| Q3 2022 | $1,257,000 | +172.1% | 32,097 | +235.5% | 0.07% | +252.6% |
| Q3 2021 | $462,000 | +59.9% | 9,566 | +63.3% | 0.02% | +35.7% |
| Q2 2021 | $289,000 | -43.8% | 5,857 | -55.7% | 0.01% | -60.0% |
| Q4 2020 | $514,000 | +95.4% | 13,218 | +49.9% | 0.04% | +75.0% |
| Q3 2020 | $263,000 | -77.1% | 8,816 | -72.6% | 0.02% | -75.0% |
| Q3 2019 | $1,146,000 | – | 32,182 | – | 0.08% | – |
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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% |