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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $762 | – | 17 | +750.0% | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q3 2022 | $2,053,000 | +259.5% | 52,406 | +277.1% | 0.03% | +153.8% |
| Q2 2022 | $571,000 | +494.8% | 13,897 | +591.0% | 0.01% | +1200.0% |
| Q1 2022 | $96,000 | -77.7% | 2,011 | -76.0% | 0.00% | -85.7% |
| Q4 2021 | $431,000 | +26.8% | 8,389 | +21.9% | 0.01% | -22.2% |
| Q2 2021 | $340,000 | -61.0% | 6,880 | -69.3% | 0.01% | -66.7% |
| Q4 2020 | $872,000 | -52.1% | 22,406 | -63.2% | 0.03% | +35.0% |
| Q3 2020 | $1,819,000 | +3.7% | 60,911 | -1.4% | 0.02% | -72.2% |
| Q2 2020 | $1,754,000 | +365.3% | 61,793 | +265.7% | 0.07% | +213.0% |
| Q1 2020 | $377,000 | -47.1% | 16,898 | -8.9% | 0.02% | -61.0% |
| Q4 2019 | $713,000 | +838.2% | 18,540 | +773.3% | 0.06% | +1080.0% |
| Q3 2019 | $76,000 | -78.8% | 2,123 | -78.7% | 0.01% | -79.2% |
| Q2 2019 | $358,000 | +2.3% | 9,987 | +2.9% | 0.02% | +14.3% |
| Q1 2019 | $350,000 | +2816.7% | 9,706 | +6285.5% | 0.02% | +950.0% |
| Q4 2015 | $12,000 | -70.7% | 152 | -69.0% | 0.00% | -50.0% |
| Q4 2014 | $41,000 | +4000.0% | 490 | +3166.7% | 0.00% | – |
| Q1 2014 | $1,000 | -80.0% | 15 | -74.1% | 0.00% | -100.0% |
| Q4 2013 | $5,000 | – | 58 | – | 0.00% | – |
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% |