WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 117 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,427,299 | +10.0% | 81,680 | +17.5% | 0.17% | +13.8% |
| Q2 2023 | $3,114,407 | +7.5% | 69,502 | -1.8% | 0.15% | -1.3% |
| Q1 2023 | $2,896,790 | +16.5% | 70,740 | +21.2% | 0.15% | -9.9% |
| Q4 2022 | $2,486,324 | +59.7% | 58,378 | +65.7% | 0.17% | +44.9% |
| Q3 2022 | $1,557,000 | +29.0% | 35,228 | +20.0% | 0.12% | +21.6% |
| Q2 2022 | $1,207,000 | -4.2% | 29,348 | +0.1% | 0.10% | -2.0% |
| Q1 2022 | $1,260,000 | +1015.0% | 29,332 | +1160.0% | 0.10% | +800.0% |
| Q3 2021 | $113,000 | -9.6% | 2,328 | -7.9% | 0.01% | -15.4% |
| Q2 2021 | $125,000 | +19.0% | 2,528 | +14.2% | 0.01% | +8.3% |
| Q1 2021 | $105,000 | +40.0% | 2,213 | +14.7% | 0.01% | +33.3% |
| Q4 2020 | $75,000 | +33.9% | 1,930 | +3.2% | 0.01% | +12.5% |
| Q3 2020 | $56,000 | -67.4% | 1,870 | -69.2% | 0.01% | -70.4% |
| Q2 2020 | $172,000 | -76.3% | 6,070 | -81.4% | 0.03% | -80.4% |
| Q1 2020 | $727,000 | -37.5% | 32,550 | +7.6% | 0.14% | -22.5% |
| Q4 2019 | $1,163,000 | +3.2% | 30,260 | -4.4% | 0.18% | -3.8% |
| Q3 2019 | $1,127,000 | -11.9% | 31,660 | -11.2% | 0.18% | -24.5% |
| Q2 2019 | $1,279,000 | 0.0% | 35,660 | +0.7% | 0.24% | -20.7% |
| Q1 2019 | $1,279,000 | +12.7% | 35,410 | 0.0% | 0.31% | +6.6% |
| Q4 2018 | $1,135,000 | -17.2% | 35,410 | +2.9% | 0.29% | -6.5% |
| Q3 2018 | $1,371,000 | +12.8% | 34,410 | +9.6% | 0.31% | +1.0% |
| Q2 2018 | $1,215,000 | – | 31,410 | – | 0.31% | – |
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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% |