WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 116 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 | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
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 Wealth, Inc. | 241,714 | $10,458,970 | 0.61% |