WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 117 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,386 | -40.3% | 1,488 | -42.6% | 0.00% | +50.0% |
| Q2 2023 | $107,933 | +51.5% | 2,594 | +39.8% | 0.00% | -33.3% |
| Q1 2023 | $71,251 | +2849.1% | 1,856 | -97.0% | 0.00% | -95.4% |
| Q4 2022 | $2,416 | -99.9% | 62,416 | -0.4% | 0.06% | +3.2% |
| Q3 2022 | $2,423,000 | +2.7% | 62,643 | +2.6% | 0.06% | -14.9% |
| Q2 2022 | $2,360,000 | -3.3% | 61,046 | -3.2% | 0.07% | +146.7% |
| Q1 2022 | $2,441,000 | +2341.0% | 63,046 | +3180.2% | 0.03% | +1400.0% |
| Q4 2021 | $100,000 | -19.4% | 1,922 | -24.2% | 0.00% | 0.0% |
| Q3 2021 | $124,000 | +1.6% | 2,534 | +1.6% | 0.00% | -33.3% |
| Q2 2021 | $122,000 | +1.7% | 2,493 | -1.1% | 0.00% | +50.0% |
| Q1 2021 | $120,000 | +33.3% | 2,522 | +9.0% | 0.00% | -50.0% |
| Q4 2020 | $90,000 | +47.5% | 2,313 | +15.6% | 0.00% | 0.0% |
| Q3 2020 | $61,000 | +29.8% | 2,000 | +19.3% | 0.00% | 0.0% |
| Q2 2020 | $47,000 | +6.8% | 1,677 | -14.9% | 0.00% | 0.0% |
| Q1 2020 | $44,000 | -41.3% | 1,970 | +0.1% | 0.00% | -33.3% |
| Q4 2019 | $75,000 | -52.5% | 1,968 | -55.8% | 0.01% | -45.5% |
| Q3 2019 | $158,000 | +587.0% | 4,448 | +597.2% | 0.01% | +266.7% |
| Q1 2019 | $23,000 | -83.0% | 638 | -84.9% | 0.00% | -62.5% |
| Q4 2018 | $135,000 | -45.6% | 4,234 | -31.9% | 0.01% | -20.0% |
| Q3 2018 | $248,000 | -6.1% | 6,219 | -8.7% | 0.01% | -9.1% |
| Q2 2018 | $264,000 | +24.5% | 6,814 | +16.3% | 0.01% | +10.0% |
| Q1 2018 | $212,000 | 0.0% | 5,857 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $212,000 | +63.1% | 5,857 | +57.9% | 0.01% | +100.0% |
| Q3 2017 | $130,000 | -12.8% | 3,710 | -18.0% | 0.01% | -16.7% |
| Q2 2017 | $149,000 | -84.0% | 4,526 | -84.3% | 0.01% | -85.0% |
| Q1 2017 | $929,000 | +5.6% | 28,828 | +219.7% | 0.04% | -4.8% |
| Q4 2016 | $880,000 | +19.2% | 9,018 | +3.8% | 0.04% | +10.5% |
| Q3 2016 | $738,000 | +5.0% | 8,691 | -2.3% | 0.04% | -2.6% |
| Q2 2016 | $703,000 | +2956.5% | 8,897 | +1294.5% | 0.04% | +1200.0% |
| Q1 2016 | $23,000 | -96.6% | 638 | -92.8% | 0.00% | -93.3% |
| Q4 2015 | $671,000 | – | 8,850 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 450,142 | $13,446,000 | 3.74% |
| Forefront Analytics, LLC | 175,807 | $5,253,000 | 2.45% |
| PSI Advisors, LLC | 72,466 | $2,164,000 | 1.65% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 100,353 | $2,998,000 | 1.55% |
| Savant Capital, LLC | 599,055 | $17,894,000 | 1.22% |
| 9258 Wealth Management, LLC | 96,365 | $2,959,000 | 1.12% |
| Linscomb & Williams, Inc. | 494,862 | $14,782,000 | 1.02% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 37,310 | $1,114,000 | 0.90% |
| ACG Wealth | 180,171 | $5,382,000 | 0.81% |
| Tennessee Valley Asset Management Partners | 44,382 | $1,326,000 | 0.78% |