WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 126 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $631,440 | -6.5% | 14,593 | -3.2% | 0.05% | -5.4% |
| Q2 2023 | $675,295 | +2.4% | 15,070 | -1.2% | 0.06% | -9.7% |
| Q1 2023 | $659,170 | +33.0% | 15,252 | +31.1% | 0.06% | +21.6% |
| Q4 2022 | $495,620 | +9.2% | 11,637 | +0.5% | 0.05% | -3.8% |
| Q3 2022 | $454,000 | -19.4% | 11,581 | -15.4% | 0.05% | -15.9% |
| Q2 2022 | $563,000 | -14.4% | 13,688 | -0.3% | 0.06% | 0.0% |
| Q1 2022 | $658,000 | -6.8% | 13,726 | 0.0% | 0.06% | -6.0% |
| Q4 2021 | $706,000 | +57.2% | 13,726 | +51.2% | 0.07% | +39.6% |
| Q3 2021 | $449,000 | 0.0% | 9,081 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $449,000 | +1.1% | 9,081 | -3.0% | 0.05% | -4.0% |
| Q1 2021 | $444,000 | +21.6% | 9,366 | 0.0% | 0.05% | +11.1% |
| Q4 2020 | $365,000 | +30.8% | 9,366 | 0.0% | 0.04% | +18.4% |
| Q3 2020 | $279,000 | -13.1% | 9,366 | -17.2% | 0.04% | -19.1% |
| Q2 2020 | $321,000 | +26.9% | 11,314 | 0.0% | 0.05% | -7.8% |
| Q1 2020 | $253,000 | -48.6% | 11,314 | -11.6% | 0.05% | -40.7% |
| Q4 2019 | $492,000 | +8.6% | 12,797 | +0.5% | 0.09% | -3.4% |
| Q3 2019 | $453,000 | +1.3% | 12,732 | +2.0% | 0.09% | -4.3% |
| Q2 2019 | $447,000 | -23.7% | 12,482 | -23.2% | 0.09% | -22.5% |
| Q1 2019 | $586,000 | +25.5% | 16,253 | +11.3% | 0.12% | +6.2% |
| Q4 2018 | $467,000 | -17.8% | 14,603 | +1.2% | 0.11% | +7.6% |
| Q3 2018 | $568,000 | +1.8% | 14,428 | 0.0% | 0.10% | -6.2% |
| Q2 2018 | $558,000 | +30.1% | 14,428 | +17.2% | 0.11% | -12.5% |
| Q1 2018 | $429,000 | +15.0% | 12,310 | +21.5% | 0.13% | +19.6% |
| Q4 2017 | $373,000 | +6.3% | 10,134 | +1.6% | 0.11% | -6.1% |
| Q3 2017 | $351,000 | +20.2% | 9,979 | +11.3% | 0.11% | +12.9% |
| Q2 2017 | $292,000 | +9.4% | 8,964 | +5.7% | 0.10% | -1.0% |
| Q1 2017 | $267,000 | – | 8,482 | – | 0.10% | – |
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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% |