Frisch Financial Group, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 120 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Frisch Financial Group, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$212,000
-6.6%
4,4140.0%0.07%
-4.2%
Q4 2021$227,000
+7.6%
4,414
+1.0%
0.07%
+1.4%
Q3 2021$211,000
-1.9%
4,371
+0.3%
0.07%
+2.9%
Q2 2021$215,000
+4.4%
4,357
+0.3%
0.07%
-1.4%
Q1 2021$206,0004,3450.07%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 273,506$11,834,5848.57%
Kathleen S. Wright Associates Inc. 160,776$6,955,6853.89%
3D/L Capital Management, LLC 201,526$8,720,0352.83%
HERBST GROUP, LLC 42,394$1,834,3881.31%
INVENIO WEALTH PARTNERS LLC 28,983$1,254,0941.14%
Forefront Analytics, LLC 33,175$1,435,4850.81%
HOWARD WEALTH MANAGEMENT, LLC 19,655$850,4720.78%
9258 Wealth Management, LLC 86,647$3,749,2160.73%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 57,638$2,4940.62%
Linscomb & Williams, Inc. 241,714$10,458,9700.61%
View complete list of WISDOMTREE TR shareholders