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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,356,562 | -5.5% | 886,447 | -2.1% | 0.01% | -7.1% |
| Q2 2023 | $40,572,453 | -0.8% | 905,433 | -4.3% | 0.01% | -6.7% |
| Q1 2023 | $40,879,075 | +5.8% | 945,837 | +4.3% | 0.02% | +7.1% |
| Q4 2022 | $38,634,837 | -7.0% | 907,134 | -14.5% | 0.01% | -22.2% |
| Q3 2022 | $41,536,000 | -9.3% | 1,060,415 | -4.8% | 0.02% | -5.3% |
| Q2 2022 | $45,814,000 | -12.7% | 1,114,143 | +1.8% | 0.02% | +5.6% |
| Q1 2022 | $52,494,000 | +34.1% | 1,094,545 | +43.7% | 0.02% | +63.6% |
| Q4 2021 | $39,140,000 | +14.7% | 761,471 | +7.9% | 0.01% | 0.0% |
| Q3 2021 | $34,118,000 | +4.7% | 705,935 | +7.0% | 0.01% | 0.0% |
| Q2 2021 | $32,572,000 | +11.8% | 659,476 | +7.3% | 0.01% | +10.0% |
| Q1 2021 | $29,124,000 | +109.7% | 614,694 | +72.2% | 0.01% | +100.0% |
| Q4 2020 | $13,891,000 | +23.5% | 356,912 | -5.2% | 0.01% | +25.0% |
| Q3 2020 | $11,247,000 | -22.1% | 376,539 | -26.0% | 0.00% | -33.3% |
| Q2 2020 | $14,433,000 | +31.3% | 508,559 | +3.3% | 0.01% | +20.0% |
| Q1 2020 | $10,993,000 | -20.1% | 492,281 | +37.6% | 0.01% | 0.0% |
| Q4 2019 | $13,756,000 | +4.2% | 357,757 | -3.5% | 0.01% | 0.0% |
| Q3 2019 | $13,196,000 | -19.9% | 370,688 | -19.2% | 0.01% | -16.7% |
| Q2 2019 | $16,470,000 | -50.6% | 459,046 | -50.3% | 0.01% | -57.1% |
| Q1 2019 | $33,354,000 | +28.9% | 923,680 | +14.4% | 0.01% | +16.7% |
| Q4 2018 | $25,866,000 | -20.9% | 807,289 | -1.7% | 0.01% | -7.7% |
| Q3 2018 | $32,716,000 | +7.3% | 821,175 | +4.2% | 0.01% | 0.0% |
| Q2 2018 | $30,502,000 | +19.4% | 788,372 | +10.3% | 0.01% | +18.2% |
| Q1 2018 | $25,548,000 | -5.2% | 715,029 | -3.9% | 0.01% | 0.0% |
| Q4 2017 | $26,949,000 | +14.1% | 744,029 | +10.2% | 0.01% | 0.0% |
| Q3 2017 | $23,618,000 | -2.6% | 675,387 | -8.5% | 0.01% | -15.4% |
| Q2 2017 | $24,248,000 | -4.3% | 738,372 | -6.1% | 0.01% | -7.1% |
| Q1 2017 | $25,331,000 | +1.2% | 786,445 | +206.9% | 0.01% | 0.0% |
| Q4 2016 | $25,022,000 | +5.2% | 256,294 | -8.5% | 0.01% | 0.0% |
| Q3 2016 | $23,780,000 | +16.6% | 279,965 | +8.4% | 0.01% | +7.7% |
| Q2 2016 | $20,397,000 | +0.9% | 258,190 | -1.7% | 0.01% | -7.1% |
| Q1 2016 | $20,208,000 | +4.9% | 262,681 | +3.4% | 0.01% | +7.7% |
| Q4 2015 | $19,259,000 | -1.4% | 254,073 | -4.4% | 0.01% | -7.1% |
| Q3 2015 | $19,533,000 | -12.7% | 265,751 | +0.5% | 0.01% | -6.7% |
| Q2 2015 | $22,385,000 | -4.3% | 264,346 | -4.4% | 0.02% | -6.2% |
| Q1 2015 | $23,379,000 | +6.0% | 276,653 | +3.8% | 0.02% | +6.7% |
| Q4 2014 | $22,052,000 | – | 266,556 | – | 0.02% | – |
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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% |