LWM Advisory Services, LLC - WISDOMTREE TR ownership

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
LWM Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$384,000
+21.9%
9,806
+28.1%
0.44%
+15.4%
Q2 2022$315,000
-14.2%
7,655
+0.1%
0.38%
-17.3%
Q1 2022$367,000
-2.7%
7,649
+4.3%
0.46%
-2.6%
Q4 2021$377,0007,3370.47%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 976,317$34,142,0008.12%
SVA Wealth Management, LLC 883,642$30,901,0003.82%
TMD & ASSOCIATES, INC 90,775$3,174,0002.94%
Linscomb Wealth, Inc. 539,960$18,882,0001.62%
Kelman-Lazarov, Inc. 80,114$2,802,0001.48%
CUTLER INVESTMENT COUNSEL LLC 141,165$4,937,0001.15%
CULBERTSON A N & CO INC 64,277$2,248,0000.69%
Clearwater Capital Advisors, LLC 60,007$2,113,0000.49%
MOLLER WEALTH PARTNERS 18,699$654,0000.25%
Covenant Asset Management, LLC 10,045$351,0000.21%
View complete list of WISDOMTREE TR shareholders