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 | $3,245 | -50.6% | 75 | -49.0% | 0.00% | – |
| Q2 2023 | $6,574 | -88.5% | 147 | -88.9% | 0.00% | -100.0% |
| Q1 2023 | $57,029 | -99.5% | 1,320 | -99.5% | 0.00% | -99.5% |
| Q4 2022 | $12,406,358 | +413445.3% | 291,297 | +388296.0% | 0.39% | – |
| Q3 2022 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -100.0% | 75 | -100.0% | 0.00% | -100.0% |
| Q1 2022 | $16,056,000 | +401300.0% | 334,783 | +446277.3% | 0.41% | – |
| Q4 2021 | $4,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | -93.8% | 75 | -94.5% | 0.00% | -100.0% |
| Q1 2021 | $64,000 | +3100.0% | 1,361 | +1714.7% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -33.3% | 75 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | +50.0% | 75 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 75 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | -92.7% | 75 | -93.4% | 0.00% | -100.0% |
| Q4 2017 | $41,000 | +355.6% | 1,143 | +323.3% | 0.00% | +100.0% |
| Q2 2017 | $9,000 | -18.2% | 270 | -22.4% | 0.00% | 0.0% |
| Q1 2017 | $11,000 | 0.0% | 348 | +200.0% | 0.00% | 0.0% |
| Q4 2016 | $11,000 | +10.0% | 116 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $10,000 | -9.1% | 116 | -18.3% | 0.00% | 0.0% |
| Q2 2016 | $11,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $11,000 | -42.1% | 142 | -43.4% | 0.00% | -66.7% |
| Q4 2015 | $19,000 | -54.8% | 251 | -56.0% | 0.00% | -50.0% |
| Q3 2015 | $42,000 | -26.3% | 571 | -15.0% | 0.01% | -25.0% |
| Q2 2015 | $57,000 | -26.0% | 672 | -26.6% | 0.01% | -33.3% |
| Q1 2015 | $77,000 | -99.6% | 916 | -99.6% | 0.01% | -99.7% |
| Q4 2014 | $20,914,000 | +20.1% | 252,801 | +10.4% | 3.44% | +9.4% |
| Q3 2014 | $17,412,000 | +2.2% | 228,891 | +11.0% | 3.15% | -5.9% |
| Q2 2014 | $17,044,000 | +14.5% | 206,264 | +13.0% | 3.34% | -3.0% |
| Q1 2014 | $14,892,000 | +21.5% | 182,568 | +21.6% | 3.45% | +5.7% |
| Q4 2013 | $12,257,000 | +33.5% | 150,153 | +21.0% | 3.26% | +12.7% |
| Q3 2013 | $9,178,000 | +28.3% | 124,079 | +15.8% | 2.89% | +7.6% |
| Q2 2013 | $7,156,000 | – | 107,107 | – | 2.69% | – |
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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% |