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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $255,000 | -72.9% | 4,954 | -79.5% | 0.04% | -83.8% |
| Q4 2020 | $940,000 | +15.9% | 24,155 | -11.1% | 0.27% | +0.4% |
| Q3 2020 | $811,000 | -41.7% | 27,175 | -44.6% | 0.27% | -24.1% |
| Q2 2020 | $1,391,000 | +7221.1% | 49,030 | +5814.4% | 0.36% | +4362.5% |
| Q1 2020 | $19,000 | -99.1% | 829 | -98.6% | 0.01% | -98.8% |
| Q3 2019 | $2,052,000 | -6.6% | 57,627 | -5.9% | 0.68% | -2.7% |
| Q2 2019 | $2,196,000 | +11.2% | 61,217 | +11.9% | 0.70% | +5.5% |
| Q1 2019 | $1,975,000 | – | 54,696 | – | 0.66% | – |
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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% |