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 | $533,475 | +9.2% | 12,329 | +13.1% | 0.01% | +14.3% |
| Q2 2023 | $488,384 | -0.7% | 10,899 | -4.2% | 0.01% | -12.5% |
| Q1 2023 | $491,851 | +1.5% | 11,380 | +0.0% | 0.01% | 0.0% |
| Q4 2022 | $484,626 | +8.7% | 11,379 | +0.0% | 0.01% | 0.0% |
| Q3 2022 | $446,000 | -4.7% | 11,377 | +0.0% | 0.01% | -11.1% |
| Q2 2022 | $468,000 | +23.8% | 11,375 | +44.5% | 0.01% | +50.0% |
| Q1 2022 | $378,000 | -5.5% | 7,873 | +1.3% | 0.01% | 0.0% |
| Q4 2021 | $400,000 | +6.7% | 7,773 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $375,000 | +41.5% | 7,769 | +44.7% | 0.01% | +50.0% |
| Q2 2021 | $265,000 | -100.0% | 5,368 | -72.8% | 0.00% | -50.0% |
| Q1 2021 | $934,808,000 | +455903.9% | 19,730 | +274.6% | 0.01% | +100.0% |
| Q4 2020 | $205,000 | +29.7% | 5,267 | -0.6% | 0.00% | 0.0% |
| Q3 2020 | $158,000 | +6.0% | 5,300 | +1.0% | 0.00% | 0.0% |
| Q2 2020 | $149,000 | -6.9% | 5,248 | -27.1% | 0.00% | -33.3% |
| Q1 2020 | $160,000 | -37.5% | 7,198 | +7.9% | 0.01% | -25.0% |
| Q4 2019 | $256,000 | +25.5% | 6,673 | +16.1% | 0.01% | +14.3% |
| Q3 2019 | $204,000 | +240.0% | 5,748 | +243.2% | 0.01% | +250.0% |
| Q2 2019 | $60,000 | +36.4% | 1,675 | +52.3% | 0.00% | 0.0% |
| Q3 2018 | $44,000 | – | 1,100 | – | 0.00% | – |
Download | ||||||
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 Wealth, Inc. | 241,714 | $10,458,970 | 0.61% |