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 | $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% | – |
Download |
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% |