WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 135 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $975,355 | -3.2% | 20,695 | +3.0% | 0.08% | -5.6% |
Q1 2024 | $1,007,412 | +32.2% | 20,100 | +31.4% | 0.09% | +21.9% |
Q4 2023 | $761,997 | -1.4% | 15,295 | -14.4% | 0.07% | -11.0% |
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
3D ASSET MANAGEMENT, INC | 450,142 | $13,446,000 | 3.74% |
Forefront Analytics, LLC | 175,807 | $5,253,000 | 2.45% |
PSI Advisors, LLC | 72,466 | $2,164,000 | 1.65% |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 100,353 | $2,998,000 | 1.55% |
Savant Capital, LLC | 599,055 | $17,894,000 | 1.22% |
9258 Wealth Management, LLC | 96,365 | $2,959,000 | 1.12% |
Linscomb Wealth, Inc. | 494,862 | $14,782,000 | 1.02% |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 37,310 | $1,114,000 | 0.90% |
ACG Wealth | 180,171 | $5,382,000 | 0.81% |
Tennessee Valley Asset Management Partners | 44,382 | $1,326,000 | 0.78% |