WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 143 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $149,026 | +94220.3% | 3,162 | 0.0% | 0.01% | -16.7% |
Q1 2024 | $158 | 0.0% | 3,162 | 0.0% | 0.01% | -7.7% |
Q4 2023 | $158 | +15.3% | 3,162 | 0.0% | 0.01% | +8.3% |
Q3 2023 | $137 | -3.5% | 3,162 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $142 | +3.6% | 3,162 | 0.0% | 0.01% | -7.7% |
Q1 2023 | $137 | +1.5% | 3,162 | 0.0% | 0.01% | -7.1% |
Q4 2022 | $135 | -99.9% | 3,162 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $124,000 | -4.6% | 3,162 | 0.0% | 0.01% | -26.3% |
Q2 2022 | $130,000 | -14.5% | 3,162 | 0.0% | 0.02% | +11.8% |
Q1 2022 | $152,000 | -6.7% | 3,162 | 0.0% | 0.02% | -15.0% |
Q4 2021 | $163,000 | +6.5% | 3,162 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $153,000 | -1.9% | 3,162 | 0.0% | 0.02% | -13.0% |
Q2 2021 | $156,000 | +4.0% | 3,162 | 0.0% | 0.02% | -32.4% |
Q1 2021 | $150,000 | -18.9% | 3,162 | -33.6% | 0.03% | -8.1% |
Q4 2020 | $185,000 | +30.3% | 4,761 | 0.0% | 0.04% | +19.4% |
Q3 2020 | $142,000 | +5.2% | 4,761 | 0.0% | 0.03% | -16.2% |
Q2 2020 | $135,000 | +27.4% | 4,761 | 0.0% | 0.04% | +15.6% |
Q1 2020 | $106,000 | -42.1% | 4,761 | 0.0% | 0.03% | -38.5% |
Q4 2019 | $183,000 | +8.3% | 4,761 | 0.0% | 0.05% | -7.1% |
Q3 2019 | $169,000 | -2.3% | 4,761 | -1.2% | 0.06% | 0.0% |
Q2 2019 | $173,000 | -0.6% | 4,818 | 0.0% | 0.06% | -8.2% |
Q1 2019 | $174,000 | +12.3% | 4,818 | +0.0% | 0.06% | -4.7% |
Q4 2018 | $155,000 | -18.4% | 4,817 | +0.9% | 0.06% | -9.9% |
Q3 2018 | $190,000 | +3.3% | 4,774 | 0.0% | 0.07% | +12.7% |
Q2 2018 | $184,000 | +8.2% | 4,774 | +0.0% | 0.06% | -25.0% |
Q1 2018 | $170,000 | -1.2% | 4,773 | +0.3% | 0.08% | +21.7% |
Q4 2017 | $172,000 | +3.6% | 4,761 | 0.0% | 0.07% | -13.8% |
Q3 2017 | $166,000 | +6.4% | 4,761 | 0.0% | 0.08% | +2.6% |
Q2 2017 | $156,000 | +2.0% | 4,761 | 0.0% | 0.08% | -6.0% |
Q1 2017 | $153,000 | -1.3% | 4,761 | +200.0% | 0.08% | -7.8% |
Q4 2016 | $155,000 | +14.8% | 1,587 | 0.0% | 0.09% | +5.9% |
Q3 2016 | $135,000 | +8.0% | 1,587 | 0.0% | 0.08% | -2.3% |
Q2 2016 | $125,000 | +2.5% | 1,587 | 0.0% | 0.09% | -3.3% |
Q1 2016 | $122,000 | -26.5% | 1,587 | -27.3% | 0.09% | -17.4% |
Q4 2015 | $166,000 | – | 2,184 | – | 0.11% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
3D ASSET MANAGEMENT, INC | 215,763 | $17,850,000 | 5.45% |
SVA Wealth Management, LLC | 169,396 | $14,014,000 | 5.09% |
Gradient Investments LLC | 252,801 | $20,914,000 | 3.44% |
CUTLER INVESTMENT COUNSEL LLC | 64,763 | $5,358,000 | 1.76% |
Linscomb Wealth, Inc. | 113,903 | $9,423,000 | 1.04% |
MOLLER WEALTH PARTNERS | 13,326 | $1,102,000 | 0.54% |
CUE ADVISORY SERVICES, INC. | 6,052 | $501,000 | 0.53% |
CULBERTSON A N & CO INC | 12,450 | $1,030,000 | 0.42% |
Cambridge Investment Research Advisors, Inc. | 80,048 | $6,622,000 | 0.20% |
LBMC INVESTMENT ADVISORS, LLC | 10,581 | $875,000 | 0.20% |