WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 112 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $10,478 | -80.6% | 243 | -78.5% | 0.00% | 0.0% |
| Q1 2022 | $54,000 | -21.7% | 1,128 | -14.8% | 0.00% | -42.9% |
| Q4 2021 | $69,000 | +228.6% | 1,324 | +203.0% | 0.01% | +133.3% |
| Q1 2021 | $21,000 | -93.2% | 437 | -94.5% | 0.00% | -94.7% |
| Q4 2020 | $308,000 | +2700.0% | 7,985 | +2597.6% | 0.06% | +1800.0% |
| Q3 2019 | $11,000 | -100.0% | 296 | -98.6% | 0.00% | -99.6% |
| Q1 2014 | $1,739,323,000 | – | 21,386 | – | 0.79% | – |
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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 Wealth, Inc. | 241,714 | $10,458,970 | 0.61% |