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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |