WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 141 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $398,927 | -3.6% | 8,464 | +2.5% | 0.06% | -13.9% |
| Q1 2024 | $413,955 | -19.8% | 8,259 | -20.3% | 0.07% | -35.7% |
| Q4 2023 | $516,119 | +17.6% | 10,360 | +2.1% | 0.11% | +1.8% |
| Q3 2023 | $438,969 | -3.1% | 10,145 | +0.3% | 0.11% | -2.7% |
| Q2 2023 | $453,045 | +11.5% | 10,110 | +7.5% | 0.11% | -5.0% |
| Q1 2023 | $406,482 | +4.5% | 9,405 | +2.9% | 0.12% | -6.3% |
| Q4 2022 | $389,093 | +36.0% | 9,136 | +31.2% | 0.13% | +11.4% |
| Q3 2022 | $286,000 | 0.0% | 6,963 | 0.0% | 0.11% | 0.0% |
| Q2 2022 | $286,000 | – | 6,963 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 450,142 | $13,446,000 | 3.74% |
| Forefront Analytics, LLC | 175,807 | $5,253,000 | 2.45% |
| PSI Advisors, LLC | 72,466 | $2,164,000 | 1.65% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 100,353 | $2,998,000 | 1.55% |
| Savant Capital, LLC | 599,055 | $17,894,000 | 1.22% |
| 9258 Wealth Management, LLC | 96,365 | $2,959,000 | 1.12% |
| Linscomb Wealth, Inc. | 494,862 | $14,782,000 | 1.02% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 37,310 | $1,114,000 | 0.90% |
| ACG Wealth | 180,171 | $5,382,000 | 0.81% |
| Tennessee Valley Asset Management Partners | 44,382 | $1,326,000 | 0.78% |