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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $800,106 | -3.7% | 18,491 | -0.2% | 0.25% | 0.0% |
| Q2 2023 | $830,553 | +3.7% | 18,535 | 0.0% | 0.25% | +2.8% |
| Q1 2023 | $801,083 | +1.5% | 18,535 | 0.0% | 0.25% | -2.8% |
| Q4 2022 | $789,406 | +8.7% | 18,535 | 0.0% | 0.25% | -3.1% |
| Q3 2022 | $726,000 | -4.8% | 18,535 | -0.1% | 0.26% | +1.2% |
| Q2 2022 | $763,000 | -14.3% | 18,559 | 0.0% | 0.26% | -6.5% |
| Q1 2022 | $890,000 | -6.7% | 18,559 | 0.0% | 0.28% | -8.9% |
| Q4 2021 | $954,000 | +6.4% | 18,559 | 0.0% | 0.30% | +2.7% |
| Q3 2021 | $897,000 | -2.3% | 18,559 | -0.1% | 0.30% | -2.0% |
| Q2 2021 | $918,000 | +4.3% | 18,580 | 0.0% | 0.30% | -1.6% |
| Q1 2021 | $880,000 | +21.7% | 18,580 | 0.0% | 0.31% | +2.7% |
| Q4 2020 | $723,000 | +30.3% | 18,580 | 0.0% | 0.30% | +20.1% |
| Q3 2020 | $555,000 | +5.1% | 18,580 | -0.2% | 0.25% | +7.8% |
| Q2 2020 | $528,000 | +26.9% | 18,613 | 0.0% | 0.23% | +7.4% |
| Q1 2020 | $416,000 | -41.9% | 18,613 | 0.0% | 0.22% | -32.2% |
| Q4 2019 | $716,000 | +8.0% | 18,613 | 0.0% | 0.32% | -1.2% |
| Q3 2019 | $663,000 | -0.9% | 18,613 | -0.2% | 0.32% | -6.4% |
| Q2 2019 | $669,000 | -0.6% | 18,645 | 0.0% | 0.34% | +13.6% |
| Q1 2019 | $673,000 | +4.2% | 18,645 | 0.0% | 0.30% | -28.4% |
| Q4 2018 | $646,000 | -13.1% | 18,645 | 0.0% | 0.42% | +29.8% |
| Q3 2018 | $743,000 | +2.9% | 18,645 | -0.1% | 0.32% | +16.1% |
| Q2 2018 | $722,000 | +8.2% | 18,670 | 0.0% | 0.28% | -3.1% |
| Q1 2018 | $667,000 | -1.3% | 18,670 | 0.0% | 0.29% | +12.5% |
| Q4 2017 | $676,000 | +3.4% | 18,670 | -0.2% | 0.26% | +2.8% |
| Q3 2017 | $654,000 | +6.5% | 18,699 | 0.0% | 0.25% | -3.5% |
| Q2 2017 | $614,000 | +2.0% | 18,699 | 0.0% | 0.26% | -1.5% |
| Q1 2017 | $602,000 | -1.1% | 18,699 | +200.0% | 0.26% | -12.6% |
| Q4 2016 | $609,000 | +15.1% | 6,233 | 0.0% | 0.30% | +23.9% |
| Q3 2016 | $529,000 | +7.5% | 6,233 | 0.0% | 0.24% | +0.8% |
| Q2 2016 | $492,000 | +2.5% | 6,233 | 0.0% | 0.24% | -14.5% |
| Q1 2016 | $480,000 | +1.7% | 6,233 | 0.0% | 0.28% | +8.5% |
| Q4 2015 | $472,000 | +3.1% | 6,233 | 0.0% | 0.26% | -38.7% |
| Q3 2015 | $458,000 | -58.2% | 6,233 | -51.9% | 0.42% | -14.9% |
| Q2 2015 | $1,096,000 | +0.2% | 12,946 | 0.0% | 0.50% | -1.4% |
| Q1 2015 | $1,094,000 | -0.7% | 12,946 | -2.9% | 0.50% | -7.3% |
| Q4 2014 | $1,102,000 | +8.7% | 13,326 | 0.0% | 0.54% | +14.0% |
| Q3 2014 | $1,014,000 | -7.9% | 13,326 | 0.0% | 0.48% | -4.4% |
| Q2 2014 | $1,101,000 | -31.6% | 13,326 | -32.4% | 0.50% | -39.1% |
| Q1 2014 | $1,609,000 | -0.1% | 19,723 | 0.0% | 0.82% | -5.0% |
| Q4 2013 | $1,610,000 | -1.0% | 19,723 | -10.3% | 0.86% | -15.5% |
| Q3 2013 | $1,627,000 | +10.8% | 21,991 | 0.0% | 1.02% | -4.7% |
| Q2 2013 | $1,469,000 | – | 21,991 | – | 1.07% | – |
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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% |