WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 116 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,376,448 | -7.7% | 355,360 | -4.4% | 0.23% | -11.9% |
| Q2 2023 | $16,654,004 | -0.6% | 371,658 | -4.2% | 0.26% | -16.7% |
| Q1 2023 | $16,761,649 | -0.7% | 387,822 | -2.1% | 0.31% | -24.3% |
| Q4 2022 | $16,876,231 | +4.8% | 396,249 | -3.6% | 0.41% | -17.9% |
| Q3 2022 | $16,109,000 | -7.2% | 411,253 | -2.6% | 0.50% | -4.6% |
| Q2 2022 | $17,356,000 | -17.3% | 422,081 | -3.6% | 0.53% | -23.5% |
| Q1 2022 | $20,998,000 | -9.2% | 437,815 | -2.7% | 0.69% | -8.0% |
| Q4 2021 | $23,136,000 | +2.2% | 450,117 | -3.9% | 0.75% | -9.4% |
| Q3 2021 | $22,638,000 | -3.4% | 468,408 | -1.3% | 0.83% | -12.6% |
| Q2 2021 | $23,428,000 | -1.5% | 474,338 | -5.5% | 0.94% | -25.9% |
| Q1 2021 | $23,793,000 | +10.5% | 502,172 | -9.2% | 1.28% | +1.8% |
| Q4 2020 | $21,524,000 | +20.3% | 553,036 | -7.7% | 1.25% | +2.4% |
| Q3 2020 | $17,894,000 | -3.6% | 599,055 | -8.4% | 1.22% | -12.9% |
| Q2 2020 | $18,559,000 | +49.0% | 653,942 | +17.2% | 1.40% | +18.9% |
| Q1 2020 | $12,457,000 | – | 557,870 | – | 1.18% | – |
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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 Wealth, Inc. | 241,714 | $10,458,970 | 0.61% |