Cresset Asset Management, LLC - WISDOMTREE TR ownership

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
Cresset Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$334,391
-3.4%
7,7280.0%0.00%
Q2 2023$346,292
+3.7%
7,7280.0%0.00%
-100.0%
Q1 2023$334,004
+10.2%
7,7280.0%0.01%
+75.0%
Q3 2022$303,000
-4.7%
7,7280.0%0.00%0.0%
Q2 2022$318,0007,7280.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 450,142$13,446,0003.74%
Forefront Analytics, LLC 175,807$5,253,0002.45%
PSI Advisors, LLC 72,466$2,164,0001.65%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 100,353$2,998,0001.55%
Savant Capital, LLC 599,055$17,894,0001.22%
9258 Wealth Management, LLC 96,365$2,959,0001.12%
Linscomb & Williams, Inc. 494,862$14,782,0001.02%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 37,310$1,114,0000.90%
ACG Wealth 180,171$5,382,0000.81%
Tennessee Valley Asset Management Partners 44,382$1,326,0000.78%
View complete list of WISDOMTREE TR shareholders