WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 117 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $534,699 | -4.2% | 12,357 | -0.7% | 0.00% | 0.0% |
| Q2 2023 | $557,862 | +103399.4% | 12,449 | -0.2% | 0.00% | 0.0% |
| Q1 2023 | $539 | +1.5% | 12,477 | +0.0% | 0.00% | -33.3% |
| Q4 2022 | $531 | -99.9% | 12,476 | +0.0% | 0.00% | 0.0% |
| Q3 2022 | $488,000 | -17.7% | 12,473 | -13.7% | 0.00% | 0.0% |
| Q2 2022 | $593,000 | -14.3% | 14,445 | +0.0% | 0.00% | 0.0% |
| Q1 2022 | $692,000 | -3.4% | 14,443 | +3.7% | 0.00% | 0.0% |
| Q4 2021 | $716,000 | +4.8% | 13,932 | -1.5% | 0.00% | -25.0% |
| Q3 2021 | $683,000 | -2.3% | 14,140 | -0.2% | 0.00% | 0.0% |
| Q2 2021 | $699,000 | -6.2% | 14,172 | -9.9% | 0.00% | -20.0% |
| Q1 2021 | $745,000 | +18.4% | 15,734 | -2.8% | 0.01% | 0.0% |
| Q4 2020 | $629,000 | +20.3% | 16,185 | -7.6% | 0.01% | 0.0% |
| Q3 2020 | $523,000 | +10.6% | 17,516 | +5.2% | 0.01% | 0.0% |
| Q2 2020 | $473,000 | +46.4% | 16,653 | +15.2% | 0.01% | +25.0% |
| Q1 2020 | $323,000 | +533.3% | 14,456 | +980.4% | 0.00% | +300.0% |
| Q4 2019 | $51,000 | +200.0% | 1,338 | +179.9% | 0.00% | – |
| Q3 2019 | $17,000 | 0.0% | 478 | +0.4% | 0.00% | – |
| Q2 2019 | $17,000 | -99.2% | 476 | -99.2% | 0.00% | -100.0% |
| Q1 2019 | $2,064,000 | – | 57,159 | – | 0.03% | – |
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% |