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 | $3,637,850 | -3.9% | 84,073 | -0.5% | 0.02% | -4.3% |
| Q2 2023 | $3,784,803 | +6.8% | 84,463 | +3.0% | 0.02% | 0.0% |
| Q1 2023 | $3,543,457 | +10.4% | 81,987 | +8.8% | 0.02% | 0.0% |
| Q4 2022 | $3,210,843 | +16.8% | 75,390 | +7.4% | 0.02% | +4.5% |
| Q3 2022 | $2,749,000 | -46.1% | 70,184 | -47.1% | 0.02% | -80.2% |
| Q4 2019 | $5,103,000 | +28.1% | 132,721 | +18.6% | 0.11% | -3.5% |
| Q3 2019 | $3,984,000 | +129.4% | 111,919 | +131.2% | 0.12% | +121.2% |
| Q2 2019 | $1,737,000 | – | 48,413 | – | 0.05% | – |
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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% |