Tortoise Investment Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EUSC and the CUSIP is 97717X552. A total of 23 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
Tortoise Investment Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$33,040
-1.8%
1,0000.0%0.01%0.0%
Q2 2023$33,648
-0.6%
1,0000.0%0.01%0.0%
Q1 2023$33,850
+8.5%
1,0000.0%0.01%0.0%
Q4 2022$31,209
+15.6%
1,0000.0%0.01%0.0%
Q3 2022$27,000
-12.9%
1,0000.0%0.01%
-16.7%
Q2 2022$31,000
-11.4%
1,0000.0%0.01%0.0%
Q1 2022$35,000
-5.4%
1,0000.0%0.01%
-14.3%
Q4 2021$37,000
+2.8%
1,0000.0%0.01%0.0%
Q3 2021$36,000
+2.9%
1,0000.0%0.01%0.0%
Q2 2021$35,000
+2.9%
1,0000.0%0.01%0.0%
Q1 2021$34,000
+9.7%
1,0000.0%0.01%0.0%
Q4 2020$31,000
-43.6%
1,000
-50.0%
0.01%
-46.2%
Q3 2020$55,000
-31.2%
2,000
-33.3%
0.01%
-38.1%
Q2 2020$80,000
+15.9%
3,0000.0%0.02%
+5.0%
Q1 2020$69,000
-30.3%
3,0000.0%0.02%
-13.0%
Q4 2019$99,000
-8.3%
3,000
-16.1%
0.02%
-17.9%
Q3 2019$108,0000.0%3,5750.0%0.03%
+3.7%
Q2 2019$108,0000.0%3,5750.0%0.03%
-3.6%
Q1 2019$108,000
+14.9%
3,5750.0%0.03%
+12.0%
Q4 2018$94,000
-45.7%
3,575
-37.3%
0.02%
-44.4%
Q3 2018$173,000
+1.2%
5,7050.0%0.04%
-4.3%
Q2 2018$171,000
-2.3%
5,7050.0%0.05%
-2.1%
Q1 2018$175,000
+23.2%
5,705
+24.7%
0.05%
+17.1%
Q4 2017$142,000
+0.7%
4,5750.0%0.04%
-4.7%
Q3 2017$141,000
+4.4%
4,5750.0%0.04%
-2.3%
Q2 2017$135,000
+33.7%
4,575
+28.0%
0.04%
+33.3%
Q1 2017$101,000
+9.8%
3,5750.0%0.03%
+3.1%
Q4 2016$92,000
-13.2%
3,575
-17.3%
0.03%
-11.1%
Q3 2016$106,000
+253.3%
4,325
+226.4%
0.04%
+260.0%
Q2 2016$30,000
-6.2%
1,3250.0%0.01%
-16.7%
Q1 2016$32,000
-3.0%
1,3250.0%0.01%0.0%
Q4 2015$33,000
+6.5%
1,3250.0%0.01%0.0%
Q3 2015$31,000
+63.2%
1,325
+76.7%
0.01%
+71.4%
Q2 2015$19,000
-17.4%
750
-16.7%
0.01%
-22.2%
Q1 2015$23,0009000.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
WESCAP Management Group, Inc. 120,931$4,475,0001.24%
South Shore Capital Advisors 7,706$285,0000.46%
Intercontinental Wealth Advisors, LLC 45,360$1,679,0000.35%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 17,105$633,0000.18%
OSAIC HOLDINGS, INC. 620,913$22,979,0000.04%
4Thought Financial Group Inc. 1,271$47,0000.04%
Private Capital Group, LLC 2,386$88,0000.02%
KESTRA PRIVATE WEALTH SERVICES, LLC 9,217$341,0000.02%
JOHNSON INVESTMENT COUNSEL INC 33,131$1,226,0000.02%
Founders Financial Alliance, LLC 663$25,0000.01%
View complete list of WISDOMTREE TR shareholders