WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 117 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,978 | -7.0% | 5,268 | -3.7% | 0.01% | -16.7% |
| Q2 2023 | $245,103 | -97.2% | 5,469 | -97.3% | 0.01% | -97.3% |
| Q4 2022 | $8,716,708 | +3291.7% | 204,665 | +3024.7% | 0.22% | +3057.1% |
| Q3 2022 | $257,000 | -15.5% | 6,550 | -11.5% | 0.01% | -12.5% |
| Q2 2022 | $304,000 | -36.0% | 7,404 | -25.3% | 0.01% | -27.3% |
| Q1 2022 | $475,000 | -36.8% | 9,909 | -32.2% | 0.01% | -35.3% |
| Q4 2021 | $751,000 | -0.4% | 14,609 | -6.4% | 0.02% | -10.5% |
| Q3 2021 | $754,000 | -1.2% | 15,607 | +1.0% | 0.02% | 0.0% |
| Q2 2021 | $763,000 | +23.3% | 15,453 | +18.3% | 0.02% | +11.8% |
| Q1 2021 | $619,000 | +31.7% | 13,064 | +8.1% | 0.02% | +21.4% |
| Q4 2020 | $470,000 | +10.1% | 12,081 | -15.4% | 0.01% | 0.0% |
| Q3 2020 | $427,000 | -34.1% | 14,283 | -37.4% | 0.01% | -39.1% |
| Q2 2020 | $648,000 | -73.7% | 22,819 | -79.3% | 0.02% | -79.6% |
| Q1 2020 | $2,461,000 | -58.6% | 110,223 | -28.6% | 0.11% | -51.5% |
| Q4 2019 | $5,938,000 | +10.1% | 154,438 | +2.0% | 0.23% | 0.0% |
| Q3 2019 | $5,391,000 | +1.7% | 151,430 | +2.5% | 0.23% | +1.3% |
| Q2 2019 | $5,301,000 | +521.5% | 147,749 | +525.3% | 0.23% | +505.3% |
| Q1 2019 | $853,000 | +11.5% | 23,627 | -1.0% | 0.04% | -2.6% |
| Q4 2018 | $765,000 | +0.4% | 23,861 | +24.7% | 0.04% | +14.7% |
| Q3 2018 | $762,000 | +117.7% | 19,129 | +111.7% | 0.03% | +112.5% |
| Q2 2018 | $350,000 | – | 9,036 | – | 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% |