WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 118 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,268 | -57.8% | 133 | -55.1% | 0.00% | – |
| Q1 2024 | $14,836 | +0.6% | 296 | 0.0% | 0.00% | – |
| Q4 2023 | $14,747 | -55.7% | 296 | -61.6% | 0.00% | – |
| Q3 2023 | $33,318 | +346.6% | 770 | +587.5% | 0.00% | – |
| Q2 2023 | $7,460 | -72.5% | 112 | -82.1% | 0.00% | – |
| Q1 2023 | $27,099 | -35.3% | 627 | -36.2% | 0.00% | – |
| Q4 2022 | $41,866 | -32.5% | 983 | -37.9% | 0.00% | – |
| Q3 2022 | $62,000 | +1450.0% | 1,582 | +1677.5% | 0.00% | – |
| Q2 2022 | $4,000 | -50.0% | 89 | -45.4% | 0.00% | – |
| Q4 2021 | $8,000 | -50.0% | 163 | -50.9% | 0.00% | – |
| Q3 2021 | $16,000 | -5.9% | 332 | -2.6% | 0.00% | – |
| Q2 2021 | $17,000 | – | 341 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 215,763 | $17,850,000 | 5.45% |
| SVA Wealth Management, LLC | 169,396 | $14,014,000 | 5.09% |
| Gradient Investments LLC | 252,801 | $20,914,000 | 3.44% |
| CUTLER INVESTMENT COUNSEL LLC | 64,763 | $5,358,000 | 1.76% |
| Linscomb Wealth, Inc. | 113,903 | $9,423,000 | 1.04% |
| MOLLER WEALTH PARTNERS | 13,326 | $1,102,000 | 0.54% |
| CUE ADVISORY SERVICES, INC. | 6,052 | $501,000 | 0.53% |
| CULBERTSON A N & CO INC | 12,450 | $1,030,000 | 0.42% |
| Cambridge Investment Research Advisors, Inc. | 80,048 | $6,622,000 | 0.20% |
| LBMC INVESTMENT ADVISORS, LLC | 10,581 | $875,000 | 0.20% |