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
| 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 ↓ |
|---|---|---|---|
| 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% |