WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 117 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $967,777 | -5.0% | 22,366 | -1.6% | 0.00% | 0.0% |
| Q2 2023 | $1,018,397 | +3.7% | 22,727 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $982,240 | +1.5% | 22,727 | +0.0% | 0.00% | 0.0% |
| Q4 2022 | $967,906 | +8.8% | 22,726 | +0.0% | 0.00% | -50.0% |
| Q3 2022 | $890,000 | -4.7% | 22,725 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $934,000 | -41.6% | 22,725 | -31.9% | 0.00% | 0.0% |
| Q1 2022 | $1,600,000 | -11.4% | 33,364 | -5.0% | 0.00% | -33.3% |
| Q4 2021 | $1,805,000 | +6.2% | 35,123 | -0.1% | 0.00% | 0.0% |
| Q3 2021 | $1,699,000 | +49.0% | 35,144 | +52.2% | 0.00% | +50.0% |
| Q2 2021 | $1,140,000 | -33.0% | 23,091 | -35.7% | 0.00% | -33.3% |
| Q1 2021 | $1,701,000 | +26.7% | 35,894 | +4.1% | 0.00% | 0.0% |
| Q4 2020 | $1,343,000 | +33.9% | 34,494 | +2.7% | 0.00% | 0.0% |
| Q3 2020 | $1,003,000 | -19.4% | 33,573 | -23.5% | 0.00% | -25.0% |
| Q2 2020 | $1,245,000 | +61.7% | 43,858 | +27.2% | 0.00% | +33.3% |
| Q1 2020 | $770,000 | +191.7% | 34,478 | +318.8% | 0.00% | +200.0% |
| Q4 2018 | $264,000 | +633.3% | 8,233 | +653.9% | 0.00% | – |
| Q2 2017 | $36,000 | +2.9% | 1,092 | 0.0% | 0.00% | – |
| Q1 2017 | $35,000 | -12.5% | 1,092 | +167.6% | 0.00% | – |
| Q4 2016 | $40,000 | +29.0% | 408 | +12.1% | 0.00% | – |
| Q3 2016 | $31,000 | +93.8% | 364 | +82.9% | 0.00% | – |
| Q2 2016 | $16,000 | +6.7% | 199 | 0.0% | 0.00% | – |
| Q1 2016 | $15,000 | -75.8% | 199 | -75.7% | 0.00% | -100.0% |
| Q4 2015 | $62,000 | -68.0% | 819 | -68.9% | 0.00% | -50.0% |
| Q3 2015 | $194,000 | -10.6% | 2,637 | +2.8% | 0.00% | 0.0% |
| Q1 2015 | $217,000 | +2.8% | 2,566 | +0.8% | 0.00% | 0.0% |
| Q4 2014 | $211,000 | +8.8% | 2,546 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $194,000 | -7.6% | 2,546 | 0.0% | 0.00% | -33.3% |
| Q2 2014 | $210,000 | +33.8% | 2,546 | +32.2% | 0.00% | +50.0% |
| Q1 2014 | $157,000 | 0.0% | 1,926 | 0.0% | 0.00% | -33.3% |
| Q4 2013 | $157,000 | +31.9% | 1,926 | +19.5% | 0.00% | +50.0% |
| Q3 2013 | $119,000 | +67.6% | 1,612 | +51.2% | 0.00% | 0.0% |
| Q2 2013 | $71,000 | – | 1,066 | – | 0.00% | – |
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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% |