WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 115 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 238,723 | $9,351,000 | 9.12% |
| Kathleen S. Wright Associates Inc. | 179,241 | $7,021,000 | 5.69% |
| Essential Planning, LLC. | 20,757 | $813,000 | 4.69% |
| 3D/L Capital Management, LLC | 242,702 | $9,507,000 | 2.82% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 102,180 | $4,002,000 | 1.64% |
| HERBST GROUP, LLC | 43,439 | $1,702,000 | 1.40% |
| Forefront Analytics, LLC | 56,188 | $2,202,000 | 1.17% |
| PSI Advisors, LLC | 55,852 | $2,188,000 | 1.15% |
| Oxler Private Wealth LLC | 42,648 | $1,670,611,000 | 0.93% |
| 9258 Wealth Management, LLC | 91,090 | $3,568,000 | 0.91% |