WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 111 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,957,073 | +3.5% | 45,227 | +7.2% | 0.00% | 0.0% |
| Q2 2023 | $1,891,260 | +4.5% | 42,197 | +0.7% | 0.00% | 0.0% |
| Q1 2023 | $1,810,544 | -8.9% | 41,922 | -10.2% | 0.00% | -25.0% |
| Q4 2022 | $1,987,799 | +12.5% | 46,684 | +3.4% | 0.00% | 0.0% |
| Q3 2022 | $1,767,000 | -2.8% | 45,131 | +2.3% | 0.00% | 0.0% |
| Q2 2022 | $1,817,000 | -26.3% | 44,115 | -9.8% | 0.00% | -20.0% |
| Q1 2022 | $2,467,000 | -3.9% | 48,896 | -2.0% | 0.01% | 0.0% |
| Q4 2021 | $2,568,000 | +10.5% | 49,903 | +4.0% | 0.01% | 0.0% |
| Q3 2021 | $2,323,000 | -11.1% | 47,991 | -9.3% | 0.01% | -16.7% |
| Q2 2021 | $2,614,000 | +17.3% | 52,930 | +12.5% | 0.01% | +20.0% |
| Q1 2021 | $2,228,000 | +28.6% | 47,028 | +5.6% | 0.01% | 0.0% |
| Q4 2020 | $1,733,000 | -9.3% | 44,529 | -30.4% | 0.01% | -16.7% |
| Q3 2020 | $1,911,000 | -18.2% | 63,948 | -22.3% | 0.01% | -25.0% |
| Q2 2020 | $2,335,000 | -10.2% | 82,271 | -29.4% | 0.01% | -27.3% |
| Q1 2020 | $2,601,000 | – | 116,515 | – | 0.01% | – |
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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% |