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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,061,000 | +28.9% | 53,579 | +19.3% | 0.01% | +16.7% |
| Q3 2019 | $1,599,000 | +18.2% | 44,898 | +19.2% | 0.01% | +20.0% |
| Q2 2019 | $1,353,000 | +23.3% | 37,673 | +24.0% | 0.01% | +11.1% |
| Q1 2019 | $1,097,000 | +44.5% | 30,372 | +28.3% | 0.01% | +28.6% |
| Q4 2018 | $759,000 | -20.9% | 23,679 | -1.6% | 0.01% | -30.0% |
| Q3 2018 | $959,000 | +11.6% | 24,066 | +8.4% | 0.01% | -16.7% |
| Q2 2018 | $859,000 | +6.3% | 22,206 | -1.7% | 0.01% | +9.1% |
| Q1 2018 | $808,000 | -3.7% | 22,600 | -2.3% | 0.01% | 0.0% |
| Q4 2017 | $839,000 | -4.2% | 23,142 | -7.6% | 0.01% | -21.4% |
| Q3 2017 | $876,000 | +6.4% | 25,055 | +0.0% | 0.01% | 0.0% |
| Q2 2017 | $823,000 | -2.3% | 25,052 | -4.2% | 0.01% | -17.6% |
| Q1 2017 | $842,000 | -4.2% | 26,144 | +190.4% | 0.02% | -15.0% |
| Q4 2016 | $879,000 | +20.4% | 9,002 | +4.7% | 0.02% | +11.1% |
| Q3 2016 | $730,000 | +8.0% | 8,594 | +0.1% | 0.02% | 0.0% |
| Q2 2016 | $676,000 | – | 8,585 | – | 0.02% | – |
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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% |