WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 126 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $386,083 | -3.1% | 8,923 | +0.3% | 0.05% | -1.9% |
| Q2 2023 | $398,537 | +4.1% | 8,894 | +0.4% | 0.05% | -5.5% |
| Q1 2023 | $382,809 | +2.7% | 8,857 | +1.2% | 0.06% | -9.8% |
| Q4 2022 | $372,921 | +9.0% | 8,756 | +0.4% | 0.06% | -7.6% |
| Q3 2022 | $342,000 | -4.2% | 8,721 | +0.3% | 0.07% | -1.5% |
| Q2 2022 | $357,000 | -14.2% | 8,692 | +0.2% | 0.07% | 0.0% |
| Q1 2022 | $416,000 | -6.5% | 8,672 | +0.2% | 0.07% | -2.9% |
| Q4 2021 | $445,000 | +8.8% | 8,658 | +2.2% | 0.07% | -1.4% |
| Q3 2021 | $409,000 | +1.5% | 8,471 | +3.9% | 0.07% | -1.4% |
| Q2 2021 | $403,000 | +4.9% | 8,151 | +0.7% | 0.07% | -5.3% |
| Q1 2021 | $384,000 | +23.9% | 8,097 | +2.3% | 0.08% | +15.4% |
| Q4 2020 | $310,000 | +31.4% | 7,918 | +0.4% | 0.06% | +10.2% |
| Q3 2020 | $236,000 | +5.8% | 7,889 | +0.2% | 0.06% | -4.8% |
| Q2 2020 | $223,000 | – | 7,870 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 194,984 | $10,022,000 | 8.34% |
| Kathleen S. Wright Associates Inc. | 177,299 | $9,113,000 | 6.70% |
| 3D/L Capital Management, LLC | 303,036 | $15,576,000 | 3.64% |
| BlackDiamond Wealth Management, LLC | 40,294 | $2,071,000 | 2.38% |
| Forefront Analytics, LLC | 111,972 | $5,755,000 | 1.93% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 101,462 | $5,215,000 | 1.59% |
| HERBST GROUP, LLC | 46,634 | $2,397,000 | 1.48% |
| PSI Advisors, LLC | 66,953 | $3,442,000 | 1.40% |
| 9258 Wealth Management, LLC | 92,840 | $4,772,000 | 1.09% |
| Linscomb & Williams, Inc. | 369,688 | $19,002,000 | 0.91% |