WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 117 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,380,967 | -3.8% | 193,690 | -0.4% | 0.05% | -13.1% |
| Q2 2023 | $8,711,699 | +2.9% | 194,414 | -0.8% | 0.06% | -1.6% |
| Q1 2023 | $8,469,528 | +57.4% | 195,963 | +55.1% | 0.06% | +40.9% |
| Q4 2022 | $5,380,174 | +52.0% | 126,325 | +39.8% | 0.04% | 0.0% |
| Q3 2022 | $3,540,000 | +14.4% | 90,366 | +20.1% | 0.04% | +10.0% |
| Q2 2022 | $3,094,000 | -1.3% | 75,248 | +15.1% | 0.04% | +5.3% |
| Q1 2022 | $3,136,000 | +24.3% | 65,398 | +33.3% | 0.04% | +22.6% |
| Q4 2021 | $2,522,000 | +4.3% | 49,073 | -1.9% | 0.03% | -6.1% |
| Q3 2021 | $2,419,000 | -30.4% | 50,047 | -28.9% | 0.03% | -32.7% |
| Q2 2021 | $3,477,000 | +3.5% | 70,408 | -0.7% | 0.05% | -31.0% |
| Q1 2021 | $3,360,000 | +13.3% | 70,910 | -7.0% | 0.07% | +2.9% |
| Q4 2020 | $2,966,000 | +16.9% | 76,209 | -10.3% | 0.07% | +4.5% |
| Q3 2020 | $2,538,000 | -0.5% | 84,981 | -5.4% | 0.07% | -2.9% |
| Q2 2020 | $2,550,000 | +31.4% | 89,856 | +3.4% | 0.07% | +6.2% |
| Q1 2020 | $1,941,000 | -31.6% | 86,912 | +17.8% | 0.06% | -15.8% |
| Q4 2019 | $2,837,000 | +17.2% | 73,807 | +8.1% | 0.08% | +4.1% |
| Q3 2019 | $2,421,000 | +10.4% | 68,260 | +11.3% | 0.07% | +9.0% |
| Q2 2019 | $2,193,000 | +150.3% | 61,341 | +152.3% | 0.07% | +139.3% |
| Q1 2019 | $876,000 | +82.5% | 24,309 | +60.3% | 0.03% | +47.4% |
| Q4 2018 | $480,000 | -2.0% | 15,165 | +22.8% | 0.02% | +11.8% |
| Q3 2018 | $490,000 | +60.7% | 12,353 | +44.8% | 0.02% | +30.8% |
| Q1 2018 | $305,000 | +46.6% | 8,533 | +47.8% | 0.01% | +44.4% |
| Q4 2017 | $208,000 | -13.0% | 5,774 | +98.4% | 0.01% | -43.8% |
| Q2 2014 | $239,000 | – | 2,911 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 194,984 | $10,022,000 | 8.34% |
| Kathleen S. Wright Associates Inc. | 177,299 | $9,113,000 | 6.70% |
| 3D/L Capital Management, LLC | 303,036 | $15,576,000 | 3.64% |
| BlackDiamond Wealth Management, LLC | 40,294 | $2,071,000 | 2.38% |
| Forefront Analytics, LLC | 111,972 | $5,755,000 | 1.93% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 101,462 | $5,215,000 | 1.59% |
| HERBST GROUP, LLC | 46,634 | $2,397,000 | 1.48% |
| PSI Advisors, LLC | 66,953 | $3,442,000 | 1.40% |
| 9258 Wealth Management, LLC | 92,840 | $4,772,000 | 1.09% |
| Linscomb Wealth, Inc. | 369,688 | $19,002,000 | 0.91% |