WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 107 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $772,802 | -2.9% | 17,860 | +0.5% | 0.08% | -1.2% |
| Q2 2023 | $796,274 | +5.6% | 17,770 | +1.8% | 0.08% | -6.7% |
| Q1 2023 | $754,189 | +5.8% | 17,450 | +4.3% | 0.09% | 0.0% |
| Q4 2022 | $712,531 | +12.6% | 16,730 | +3.5% | 0.09% | +12.7% |
| Q3 2022 | $633,000 | +89.0% | 16,170 | +98.5% | 0.08% | +83.7% |
| Q2 2022 | $335,000 | -11.4% | 8,145 | +3.2% | 0.04% | +7.5% |
| Q1 2022 | $378,000 | +32.6% | 7,890 | +42.2% | 0.04% | +33.3% |
| Q4 2021 | $285,000 | +50.8% | 5,550 | +42.1% | 0.03% | +36.4% |
| Q3 2021 | $189,000 | +6.8% | 3,905 | +9.1% | 0.02% | +4.8% |
| Q2 2021 | $177,000 | +13.5% | 3,580 | +8.8% | 0.02% | +5.0% |
| Q1 2021 | $156,000 | +33.3% | 3,290 | +9.8% | 0.02% | +25.0% |
| Q4 2020 | $117,000 | +192.5% | 2,995 | +126.0% | 0.02% | +166.7% |
| Q3 2020 | $40,000 | +73.9% | 1,325 | +62.6% | 0.01% | +50.0% |
| Q2 2020 | $23,000 | – | 815 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 238,723 | $9,351,000 | 9.12% |
| Kathleen S. Wright Associates Inc. | 179,241 | $7,021,000 | 5.69% |
| Essential Planning, LLC. | 20,757 | $813,000 | 4.69% |
| 3D/L Capital Management, LLC | 242,702 | $9,507,000 | 2.82% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 102,180 | $4,002,000 | 1.64% |
| HERBST GROUP, LLC | 43,439 | $1,702,000 | 1.40% |
| Forefront Analytics, LLC | 56,188 | $2,202,000 | 1.17% |
| PSI Advisors, LLC | 55,852 | $2,188,000 | 1.15% |
| Oxler Private Wealth LLC | 42,648 | $1,670,611,000 | 0.93% |
| 9258 Wealth Management, LLC | 91,090 | $3,568,000 | 0.91% |