WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 112 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $256,764 | -3.4% | 5,934 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $265,903 | -2.9% | 5,934 | -6.3% | 0.00% | 0.0% |
| Q1 2023 | $273,799 | +52.1% | 6,335 | +44.9% | 0.00% | 0.0% |
| Q2 2022 | $180,000 | -9.1% | 4,372 | +5.7% | 0.00% | 0.0% |
| Q1 2022 | $198,000 | -12.0% | 4,136 | -5.5% | 0.00% | -50.0% |
| Q4 2021 | $225,000 | +23.6% | 4,375 | +16.2% | 0.00% | 0.0% |
| Q3 2021 | $182,000 | -2.2% | 3,765 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $186,000 | -5.6% | 3,765 | -9.4% | 0.00% | 0.0% |
| Q1 2021 | $197,000 | +1213.3% | 4,155 | +965.4% | 0.00% | – |
| Q4 2020 | $15,000 | +25.0% | 390 | 0.0% | 0.00% | – |
| Q3 2020 | $12,000 | -20.0% | 390 | -27.0% | 0.00% | – |
| Q2 2020 | $15,000 | -37.5% | 534 | -21.9% | 0.00% | -100.0% |
| Q3 2019 | $24,000 | -4.0% | 684 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $25,000 | 0.0% | 684 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $25,000 | – | 684 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 976,317 | $34,142,000 | 8.12% |
| SVA Wealth Management, LLC | 883,642 | $30,901,000 | 3.82% |
| TMD & ASSOCIATES, INC | 90,775 | $3,174,000 | 2.94% |
| Linscomb Wealth, Inc. | 539,960 | $18,882,000 | 1.62% |
| Kelman-Lazarov, Inc. | 80,114 | $2,802,000 | 1.48% |
| CUTLER INVESTMENT COUNSEL LLC | 141,165 | $4,937,000 | 1.15% |
| CULBERTSON A N & CO INC | 64,277 | $2,248,000 | 0.69% |
| Clearwater Capital Advisors, LLC | 60,007 | $2,113,000 | 0.49% |
| MOLLER WEALTH PARTNERS | 18,699 | $654,000 | 0.25% |
| Covenant Asset Management, LLC | 10,045 | $351,000 | 0.21% |