Graves Light Lenhart Wealth, Inc. - WISDOMTREE TR ownership

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
Graves Light Lenhart Wealth, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$160,000
-14.4%
3,9000.0%0.02%
-7.7%
Q1 2022$187,000
-6.5%
3,9000.0%0.03%
-7.1%
Q4 2021$200,000
+6.4%
3,9000.0%0.03%
-6.7%
Q3 2021$188,000
-2.6%
3,9000.0%0.03%
-3.2%
Q2 2021$193,000
+4.3%
3,9000.0%0.03%
-3.1%
Q1 2021$185,000
+21.7%
3,9000.0%0.03%
+14.3%
Q4 2020$152,0003,9000.03%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 976,317$34,142,0008.12%
SVA Wealth Management, LLC 883,642$30,901,0003.82%
TMD & ASSOCIATES, INC 90,775$3,174,0002.94%
Linscomb Wealth, Inc. 539,960$18,882,0001.62%
Kelman-Lazarov, Inc. 80,114$2,802,0001.48%
CUTLER INVESTMENT COUNSEL LLC 141,165$4,937,0001.15%
CULBERTSON A N & CO INC 64,277$2,248,0000.69%
Clearwater Capital Advisors, LLC 60,007$2,113,0000.49%
MOLLER WEALTH PARTNERS 18,699$654,0000.25%
Covenant Asset Management, LLC 10,045$351,0000.21%
View complete list of WISDOMTREE TR shareholders