WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 120 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $129,161 | +11.9% | 2,985 | +15.9% | 0.03% | +17.4% |
| Q2 2023 | $115,386 | +20.0% | 2,575 | +15.7% | 0.02% | +15.0% |
| Q1 2023 | $96,165 | +4.1% | 2,225 | +2.5% | 0.02% | -4.8% |
| Q4 2022 | $92,421 | +84.8% | 2,170 | +70.9% | 0.02% | +75.0% |
| Q3 2022 | $50,000 | +6.4% | 1,270 | +11.9% | 0.01% | +9.1% |
| Q2 2022 | $47,000 | -2.1% | 1,135 | +12.4% | 0.01% | +10.0% |
| Q1 2022 | $48,000 | -28.4% | 1,010 | -22.9% | 0.01% | -28.6% |
| Q4 2021 | $67,000 | +1.5% | 1,310 | -3.7% | 0.01% | -6.7% |
| Q3 2021 | $66,000 | -1.5% | 1,361 | 0.0% | 0.02% | +7.1% |
| Q2 2021 | $67,000 | -2.9% | 1,361 | -6.8% | 0.01% | -17.6% |
| Q1 2021 | $69,000 | +16.9% | 1,461 | -3.3% | 0.02% | +13.3% |
| Q4 2020 | $59,000 | +5.4% | 1,511 | -19.7% | 0.02% | -11.8% |
| Q3 2020 | $56,000 | -20.0% | 1,881 | -24.1% | 0.02% | -26.1% |
| Q2 2020 | $70,000 | +52.2% | 2,479 | +20.6% | 0.02% | +35.3% |
| Q1 2020 | $46,000 | +17.9% | 2,055 | +100.5% | 0.02% | +41.7% |
| Q4 2019 | $39,000 | +225.0% | 1,025 | +215.4% | 0.01% | +200.0% |
| Q3 2019 | $12,000 | – | 325 | – | 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 & Williams, Inc. | 241,714 | $10,458,970 | 0.61% |