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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $874,000 | -9.3% | 24,118 | -12.5% | 0.04% | -15.1% |
| Q3 2017 | $964,000 | +11.8% | 27,569 | +5.0% | 0.05% | +8.2% |
| Q2 2017 | $862,000 | -4.5% | 26,251 | -6.4% | 0.05% | -7.5% |
| Q1 2017 | $903,000 | +0.1% | 28,048 | +203.6% | 0.05% | -7.0% |
| Q4 2016 | $902,000 | +14.5% | 9,239 | -0.4% | 0.06% | +14.0% |
| Q3 2016 | $788,000 | +8.4% | 9,275 | +0.8% | 0.05% | 0.0% |
| Q2 2016 | $727,000 | +9.5% | 9,199 | +6.5% | 0.05% | +4.2% |
| Q1 2016 | $664,000 | -2.9% | 8,637 | -4.3% | 0.05% | -7.7% |
| Q4 2015 | $684,000 | +76.3% | 9,029 | -23.6% | 0.05% | +30.0% |
| Q3 2015 | $388,000 | -32.0% | 11,823 | +75.2% | 0.04% | -32.2% |
| Q2 2015 | $571,000 | +7.3% | 6,748 | +7.1% | 0.06% | 0.0% |
| Q1 2015 | $532,000 | -1.8% | 6,301 | -3.7% | 0.06% | -15.7% |
| Q4 2014 | $542,000 | +7.1% | 6,545 | -1.7% | 0.07% | -21.3% |
| Q3 2014 | $506,000 | -4.3% | 6,655 | +4.0% | 0.09% | 0.0% |
| Q2 2014 | $529,000 | -0.2% | 6,397 | -1.6% | 0.09% | -21.2% |
| Q1 2014 | $530,000 | +2.3% | 6,499 | +2.5% | 0.11% | -12.4% |
| Q4 2013 | $518,000 | +9.3% | 6,342 | -0.9% | 0.13% | -4.4% |
| Q3 2013 | $474,000 | +15.0% | 6,402 | +3.9% | 0.14% | -3.6% |
| Q2 2013 | $412,000 | +15.1% | 6,164 | +9.1% | 0.14% | +17.6% |
| Q1 2013 | $358,000 | – | 5,650 | – | 0.12% | – |
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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% |