WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 124 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $160,000 | -14.4% | 3,900 | 0.0% | 0.02% | -7.7% |
Q1 2022 | $187,000 | -6.5% | 3,900 | 0.0% | 0.03% | -7.1% |
Q4 2021 | $200,000 | +6.4% | 3,900 | 0.0% | 0.03% | -6.7% |
Q3 2021 | $188,000 | -2.6% | 3,900 | 0.0% | 0.03% | -3.2% |
Q2 2021 | $193,000 | +4.3% | 3,900 | 0.0% | 0.03% | -3.1% |
Q1 2021 | $185,000 | +21.7% | 3,900 | 0.0% | 0.03% | +14.3% |
Q4 2020 | $152,000 | – | 3,900 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
3D ASSET MANAGEMENT, INC | 976,317 | $34,142,000 | 8.12% |
SVA Wealth Management, LLC | 883,642 | $30,901,000 | 3.82% |
TMD & ASSOCIATES, INC | 90,775 | $3,174,000 | 2.94% |
Linscomb Wealth, Inc. | 539,960 | $18,882,000 | 1.62% |
Kelman-Lazarov, Inc. | 80,114 | $2,802,000 | 1.48% |
CUTLER INVESTMENT COUNSEL LLC | 141,165 | $4,937,000 | 1.15% |
CULBERTSON A N & CO INC | 64,277 | $2,248,000 | 0.69% |
Clearwater Capital Advisors, LLC | 60,007 | $2,113,000 | 0.49% |
MOLLER WEALTH PARTNERS | 18,699 | $654,000 | 0.25% |
Covenant Asset Management, LLC | 10,045 | $351,000 | 0.21% |