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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $850,472 | -3.5% | 19,655 | -0.1% | 0.78% | +2.6% |
| Q2 2023 | $881,189 | +3.2% | 19,665 | -0.5% | 0.76% | +7.3% |
| Q1 2023 | $854,243 | -2.2% | 19,765 | -3.7% | 0.71% | -0.7% |
| Q4 2022 | $873,734 | +8.8% | 20,515 | 0.0% | 0.72% | +26.2% |
| Q3 2022 | $803,000 | -10.1% | 20,515 | -5.6% | 0.57% | -40.0% |
| Q2 2022 | $893,000 | -14.2% | 21,725 | 0.0% | 0.95% | +66.8% |
| Q1 2022 | $1,041,000 | -6.6% | 21,725 | +0.2% | 0.57% | -3.6% |
| Q4 2021 | $1,114,000 | +5.1% | 21,690 | -1.1% | 0.59% | -0.7% |
| Q3 2021 | $1,060,000 | -2.1% | 21,935 | 0.0% | 0.59% | -0.7% |
| Q2 2021 | $1,083,000 | +4.0% | 21,935 | -0.2% | 0.60% | -2.0% |
| Q1 2021 | $1,041,000 | +15.5% | 21,985 | -5.1% | 0.61% | +8.2% |
| Q4 2020 | $901,000 | -8.2% | 23,155 | -29.5% | 0.56% | -19.6% |
| Q3 2020 | $981,000 | +3.6% | 32,843 | -1.7% | 0.70% | -9.6% |
| Q2 2020 | $947,000 | -9.0% | 33,403 | -28.4% | 0.77% | -29.3% |
| Q1 2020 | $1,041,000 | -50.0% | 46,659 | -13.9% | 1.09% | -37.1% |
| Q4 2019 | $2,083,000 | – | 54,175 | – | 1.74% | – |
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% |