ACG Wealth - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 116 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ACG Wealth ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$875,000
-4.7%
22,330
+0.0%
0.20%
+7.0%
Q2 2022$918,000
-16.2%
22,322
-2.3%
0.19%
-9.7%
Q1 2022$1,096,000
-33.3%
22,849
-28.6%
0.21%
-11.5%
Q4 2021$1,644,000
-1.1%
31,990
-7.0%
0.23%
+7.3%
Q3 2021$1,662,000
-2.1%
34,393
+0.0%
0.22%
+1.4%
Q2 2021$1,698,000
-72.0%
34,381
-73.1%
0.22%
-73.2%
Q1 2021$6,057,000
+14.9%
127,831
-5.6%
0.80%
+10.3%
Q4 2020$5,271,000
-2.1%
135,422
-24.8%
0.73%
-10.2%
Q3 2020$5,382,000
-17.6%
180,171
-21.7%
0.81%
-23.8%
Q2 2020$6,531,000
+47.0%
230,130
+15.6%
1.06%
+28.6%
Q1 2020$4,444,000
-47.5%
198,995
-9.6%
0.83%
-34.2%
Q4 2019$8,463,000
-18.0%
220,096
-24.1%
1.26%
-17.3%
Q3 2019$10,318,000
-0.9%
289,821
-0.1%
1.52%
+8.9%
Q2 2019$10,412,000
+929.9%
290,201
+936.1%
1.40%
+935.6%
Q1 2019$1,011,000
+8.7%
28,010
-3.5%
0.14%
-5.6%
Q4 2018$930,000
-17.5%
29,031
+2.7%
0.14%
-4.0%
Q3 2018$1,127,00028,2760.15%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 273,506$11,834,5848.57%
Kathleen S. Wright Associates Inc. 160,776$6,955,6853.89%
3D/L Capital Management, LLC 201,526$8,720,0352.83%
HERBST GROUP, LLC 42,394$1,834,3881.31%
INVENIO WEALTH PARTNERS LLC 28,983$1,254,0941.14%
Forefront Analytics, LLC 33,175$1,435,4850.81%
HOWARD WEALTH MANAGEMENT, LLC 19,655$850,4720.78%
9258 Wealth Management, LLC 86,647$3,749,2160.73%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 57,638$2,4940.62%
Linscomb Wealth, Inc. 241,714$10,458,9700.61%
View complete list of WISDOMTREE TR shareholders