Klingman & Associates, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 124 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
Klingman & Associates, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$208,000
+4.0%
4,0500.0%0.02%
-5.3%
Q2 2021$200,0004,0500.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 273,506$11,834,5848.57%
Kathleen S. Wright Associates Inc. 160,776$6,955,6853.89%
3D/L Capital Management, LLC 201,526$8,720,0352.83%
HERBST GROUP, LLC 42,394$1,834,3881.31%
INVENIO WEALTH PARTNERS LLC 28,983$1,254,0941.14%
Forefront Analytics, LLC 33,175$1,435,4850.81%
HOWARD WEALTH MANAGEMENT, LLC 19,655$850,4720.78%
9258 Wealth Management, LLC 86,647$3,749,2160.73%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 57,638$2,4940.62%
Linscomb & Williams, Inc. 241,714$10,458,9700.61%
View complete list of WISDOMTREE TR shareholders