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 | $3,411,397 | -3.3% | 78,840 | +3.5% | 0.03% | -3.2% |
| Q2 2023 | $3,528,291 | +3.1% | 76,207 | -3.7% | 0.03% | -6.1% |
| Q1 2023 | $3,421,225 | +221.7% | 79,159 | +61.7% | 0.03% | -38.9% |
| Q4 2022 | $1,063,390 | -37.9% | 48,940 | +12.0% | 0.05% | +170.0% |
| Q3 2022 | $1,712,000 | +97.0% | 43,707 | +106.9% | 0.02% | +150.0% |
| Q2 2022 | $869,000 | -8.9% | 21,126 | +6.3% | 0.01% | +14.3% |
| Q1 2022 | $954,000 | +1.4% | 19,883 | +8.6% | 0.01% | 0.0% |
| Q4 2021 | $941,000 | +14.2% | 18,316 | +7.4% | 0.01% | +40.0% |
| Q3 2021 | $824,000 | +17.0% | 17,047 | +19.5% | 0.01% | -16.7% |
| Q2 2021 | $704,000 | +14.1% | 14,264 | +9.6% | 0.01% | 0.0% |
| Q1 2021 | $617,000 | +17.7% | 13,013 | -3.3% | 0.01% | +20.0% |
| Q4 2020 | $524,000 | +60.7% | 13,452 | +23.1% | 0.01% | +25.0% |
| Q3 2020 | $326,000 | -63.0% | 10,928 | -64.8% | 0.00% | -66.7% |
| Q2 2020 | $881,000 | +189.8% | 31,060 | +128.5% | 0.01% | +100.0% |
| Q1 2020 | $304,000 | -46.4% | 13,594 | -7.9% | 0.01% | -33.3% |
| Q4 2019 | $567,000 | -17.2% | 14,755 | -23.4% | 0.01% | -18.2% |
| Q3 2019 | $685,000 | -2.4% | 19,253 | -1.6% | 0.01% | -15.4% |
| Q2 2019 | $702,000 | -5.3% | 19,563 | -4.7% | 0.01% | -13.3% |
| Q1 2019 | $741,000 | +19.5% | 20,530 | +6.1% | 0.02% | 0.0% |
| Q4 2018 | $620,000 | -7.7% | 19,344 | +14.6% | 0.02% | +7.1% |
| Q3 2018 | $672,000 | +140.9% | 16,878 | +135.9% | 0.01% | +180.0% |
| Q2 2018 | $279,000 | -13.9% | 7,155 | -21.0% | 0.01% | -61.5% |
| Q1 2018 | $324,000 | +51.4% | 9,057 | +56.6% | 0.01% | +44.4% |
| Q4 2017 | $214,000 | -59.3% | 5,785 | -61.3% | 0.01% | -30.8% |
| Q3 2017 | $526,000 | +5.4% | 14,940 | -2.1% | 0.01% | -7.1% |
| Q2 2017 | $499,000 | +0.6% | 15,254 | -3.9% | 0.01% | 0.0% |
| Q1 2017 | $496,000 | -1.2% | 15,879 | +209.8% | 0.01% | -12.5% |
| Q4 2016 | $502,000 | +17.3% | 5,126 | +1.1% | 0.02% | -5.9% |
| Q3 2016 | $428,000 | +7.8% | 5,071 | 0.0% | 0.02% | +6.2% |
| Q2 2016 | $397,000 | -0.3% | 5,071 | -2.0% | 0.02% | -15.8% |
| Q1 2016 | $398,000 | -16.0% | 5,177 | -17.2% | 0.02% | -17.4% |
| Q4 2015 | $474,000 | +9.0% | 6,253 | +5.6% | 0.02% | -4.2% |
| Q3 2015 | $435,000 | +4.6% | 5,922 | +20.3% | 0.02% | +20.0% |
| Q2 2015 | $416,000 | +1.5% | 4,922 | +1.4% | 0.02% | -16.7% |
| Q1 2015 | $410,000 | -1.4% | 4,852 | -3.5% | 0.02% | -11.1% |
| Q4 2014 | $416,000 | +33.8% | 5,028 | +22.9% | 0.03% | +22.7% |
| Q3 2014 | $311,000 | -8.3% | 4,092 | -0.3% | 0.02% | -24.1% |
| Q2 2014 | $339,000 | +11.9% | 4,104 | +10.4% | 0.03% | -9.4% |
| Q1 2014 | $303,000 | – | 3,718 | – | 0.03% | – |
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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% |