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 | $258,409 | -6.7% | 5,972 | -3.4% | 0.03% | -3.0% |
| Q2 2023 | $277,016 | +3.1% | 6,182 | -0.6% | 0.03% | 0.0% |
| Q1 2023 | $268,699 | -20.5% | 6,217 | -21.6% | 0.03% | -25.0% |
| Q4 2022 | $337,866 | -25.1% | 7,933 | -31.1% | 0.04% | -29.0% |
| Q3 2022 | $451,000 | -8.1% | 11,519 | -3.6% | 0.06% | -7.5% |
| Q2 2022 | $491,000 | -15.1% | 11,950 | -0.8% | 0.07% | +1.5% |
| Q1 2022 | $578,000 | -6.6% | 12,050 | 0.0% | 0.07% | -2.9% |
| Q4 2021 | $619,000 | +2.1% | 12,050 | -4.0% | 0.07% | -2.9% |
| Q3 2021 | $606,000 | -14.3% | 12,546 | -12.4% | 0.07% | -14.6% |
| Q2 2021 | $707,000 | +3.2% | 14,318 | -0.9% | 0.08% | -4.7% |
| Q1 2021 | $685,000 | -13.0% | 14,453 | -28.5% | 0.09% | -17.3% |
| Q4 2020 | $787,000 | +29.4% | 20,218 | -0.7% | 0.10% | +8.3% |
| Q3 2020 | $608,000 | -8.4% | 20,366 | -13.0% | 0.10% | -13.5% |
| Q2 2020 | $664,000 | +0.8% | 23,399 | -20.7% | 0.11% | -21.8% |
| Q1 2020 | $659,000 | -57.7% | 29,503 | -27.1% | 0.14% | -45.4% |
| Q4 2019 | $1,557,000 | -14.1% | 40,495 | -20.4% | 0.26% | -18.8% |
| Q3 2019 | $1,812,000 | -6.9% | 50,890 | -6.2% | 0.32% | -9.3% |
| Q2 2019 | $1,946,000 | -10.4% | 54,232 | -9.8% | 0.35% | -13.3% |
| Q1 2019 | $2,172,000 | -6.4% | 60,146 | -17.0% | 0.41% | -20.0% |
| Q4 2018 | $2,321,000 | -15.4% | 72,445 | +5.3% | 0.51% | -4.9% |
| Q3 2018 | $2,742,000 | +1.9% | 68,814 | -1.1% | 0.54% | -3.1% |
| Q2 2018 | $2,692,000 | +14.3% | 69,569 | +5.5% | 0.55% | +13.6% |
| Q1 2018 | $2,355,000 | +3.8% | 65,922 | +5.3% | 0.49% | -2.4% |
| Q4 2017 | $2,268,000 | +7.3% | 62,613 | +4.3% | 0.50% | +1.2% |
| Q3 2017 | $2,113,000 | +33.5% | 60,007 | +24.1% | 0.49% | +21.8% |
| Q2 2017 | $1,583,000 | +12.3% | 48,370 | +7.3% | 0.40% | +4.7% |
| Q1 2017 | $1,409,000 | +27.6% | 45,068 | +300.6% | 0.39% | +0.8% |
| Q4 2016 | $1,104,000 | +17.3% | 11,250 | +0.9% | 0.38% | +16.4% |
| Q3 2016 | $941,000 | +14.9% | 11,148 | +6.6% | 0.33% | +8.9% |
| Q2 2016 | $819,000 | – | 10,460 | – | 0.30% | – |
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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% |