WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 117 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
Download |
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% |