WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 117 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $8,519,668 | +6.9% | 171,009 | -7.1% | 0.12% | -5.6% |
| Q3 2023 | $7,969,296 | -4.3% | 184,176 | -0.9% | 0.12% | -4.6% |
| Q2 2023 | $8,331,075 | +4.8% | 185,920 | +1.1% | 0.13% | -0.8% |
| Q1 2023 | $7,947,899 | +6.0% | 183,894 | +4.4% | 0.13% | -2.9% |
| Q4 2022 | $7,498,949 | +15.1% | 176,073 | +5.8% | 0.14% | -20.9% |
| Q3 2022 | $6,517,000 | -2.4% | 166,377 | +2.4% | 0.17% | +13.2% |
| Q2 2022 | $6,678,000 | +6.0% | 162,406 | +23.6% | 0.15% | +20.6% |
| Q1 2022 | $6,301,000 | -9.8% | 131,372 | -3.3% | 0.13% | -10.6% |
| Q4 2021 | $6,985,000 | +25.7% | 135,886 | +18.2% | 0.14% | +30.6% |
| Q3 2021 | $5,556,000 | +2305.2% | 114,969 | +1790.3% | 0.11% | +980.0% |
| Q4 2019 | $231,000 | -37.7% | 6,082 | +39.1% | 0.01% | -68.8% |
| Q2 2015 | $371,000 | +21.6% | 4,372 | +21.3% | 0.03% | +14.3% |
| Q1 2015 | $305,000 | +17.8% | 3,605 | +16.3% | 0.03% | +12.0% |
| Q4 2014 | $259,000 | – | 3,099 | – | 0.02% | – |
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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% |