WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 115 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $584,198 | -16.4% | 13,717 | -23.1% | 0.01% | -64.3% |
| Q3 2022 | $699,000 | -7.0% | 17,833 | -2.5% | 0.01% | +16.7% |
| Q2 2022 | $752,000 | +15.3% | 18,293 | +34.5% | 0.01% | +33.3% |
| Q1 2022 | $652,000 | +23.0% | 13,598 | +31.8% | 0.01% | +12.5% |
| Q4 2021 | $530,000 | +15.2% | 10,314 | +8.4% | 0.01% | +14.3% |
| Q3 2021 | $460,000 | +18.6% | 9,515 | +21.0% | 0.01% | +16.7% |
| Q2 2021 | $388,000 | -3.5% | 7,865 | -7.2% | 0.01% | -25.0% |
| Q1 2021 | $402,000 | +51.1% | 8,474 | +24.0% | 0.01% | +60.0% |
| Q4 2020 | $266,000 | – | 6,833 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 976,317 | $34,142,000 | 8.12% |
| SVA Wealth Management, LLC | 883,642 | $30,901,000 | 3.82% |
| TMD & ASSOCIATES, INC | 90,775 | $3,174,000 | 2.94% |
| Linscomb Wealth, Inc. | 539,960 | $18,882,000 | 1.62% |
| Kelman-Lazarov, Inc. | 80,114 | $2,802,000 | 1.48% |
| CUTLER INVESTMENT COUNSEL LLC | 141,165 | $4,937,000 | 1.15% |
| CULBERTSON A N & CO INC | 64,277 | $2,248,000 | 0.69% |
| Clearwater Capital Advisors, LLC | 60,007 | $2,113,000 | 0.49% |
| MOLLER WEALTH PARTNERS | 18,699 | $654,000 | 0.25% |
| Covenant Asset Management, LLC | 10,045 | $351,000 | 0.21% |