WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 126 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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% |