WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 126 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,749,216 | -3.4% | 86,647 | 0.0% | 0.73% | -0.3% |
| Q2 2023 | $3,882,652 | -1.3% | 86,647 | -4.8% | 0.73% | -8.1% |
| Q1 2023 | $3,934,749 | +1.5% | 91,040 | 0.0% | 0.80% | -5.2% |
| Q4 2022 | $3,877,394 | +8.7% | 91,040 | -0.1% | 0.84% | -8.0% |
| Q3 2022 | $3,568,000 | -6.3% | 91,090 | -1.6% | 0.91% | -6.6% |
| Q2 2022 | $3,807,000 | -14.5% | 92,590 | -0.3% | 0.98% | -5.5% |
| Q1 2022 | $4,453,000 | -6.7% | 92,840 | 0.0% | 1.03% | -5.6% |
| Q4 2021 | $4,772,000 | +6.4% | 92,840 | 0.0% | 1.09% | -8.7% |
| Q3 2021 | $4,487,000 | -2.1% | 92,840 | 0.0% | 1.20% | -2.9% |
| Q2 2021 | $4,585,000 | +4.2% | 92,840 | 0.0% | 1.23% | -6.6% |
| Q1 2021 | $4,399,000 | +21.8% | 92,840 | 0.0% | 1.32% | +12.1% |
| Q4 2020 | $3,613,000 | +22.1% | 92,840 | -3.7% | 1.18% | +5.4% |
| Q3 2020 | $2,959,000 | -3.5% | 96,365 | -10.8% | 1.12% | -10.1% |
| Q2 2020 | $3,067,000 | +12.4% | 108,065 | -1.9% | 1.24% | +3.6% |
| Q1 2020 | $2,729,000 | -36.9% | 110,165 | -2.0% | 1.20% | -24.3% |
| Q4 2019 | $4,324,000 | – | 112,465 | – | 1.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 273,506 | $11,834,584 | 8.57% |
| Kathleen S. Wright Associates Inc. | 160,776 | $6,955,685 | 3.89% |
| 3D/L Capital Management, LLC | 201,526 | $8,720,035 | 2.83% |
| HERBST GROUP, LLC | 42,394 | $1,834,388 | 1.31% |
| INVENIO WEALTH PARTNERS LLC | 28,983 | $1,254,094 | 1.14% |
| Forefront Analytics, LLC | 33,175 | $1,435,485 | 0.81% |
| HOWARD WEALTH MANAGEMENT, LLC | 19,655 | $850,472 | 0.78% |
| 9258 Wealth Management, LLC | 86,647 | $3,749,216 | 0.73% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 57,638 | $2,494 | 0.62% |
| Linscomb & Williams, Inc. | 241,714 | $10,458,970 | 0.61% |