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 | $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 | 194,984 | $10,022,000 | 8.34% |
| Kathleen S. Wright Associates Inc. | 177,299 | $9,113,000 | 6.70% |
| 3D/L Capital Management, LLC | 303,036 | $15,576,000 | 3.64% |
| BlackDiamond Wealth Management, LLC | 40,294 | $2,071,000 | 2.38% |
| Forefront Analytics, LLC | 111,972 | $5,755,000 | 1.93% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 101,462 | $5,215,000 | 1.59% |
| HERBST GROUP, LLC | 46,634 | $2,397,000 | 1.48% |
| PSI Advisors, LLC | 66,953 | $3,442,000 | 1.40% |
| 9258 Wealth Management, LLC | 92,840 | $4,772,000 | 1.09% |
| Linscomb Wealth, Inc. | 369,688 | $19,002,000 | 0.91% |