Wealthcare Advisory Partners 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
Wealthcare Advisory Partners LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$21,000
-41.7%
9360.0%0.00%
-40.0%
Q4 2019$36,000
+9.1%
9360.0%0.01%0.0%
Q3 2019$33,000
+43.5%
936
+46.9%
0.01%
+25.0%
Q2 2019$23,000
+187.5%
637
+181.9%
0.00%
+300.0%
Q1 2019$8,0002260.00%
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