WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 115 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,593 | -7.6% | 7,594 | -4.3% | 0.14% | -9.0% |
| Q2 2023 | $355,522 | -4.1% | 7,934 | -7.5% | 0.16% | -12.8% |
| Q1 2023 | $370,613 | +20.2% | 8,575 | +18.4% | 0.18% | +9.1% |
| Q4 2022 | $308,394 | -85.9% | 7,241 | -87.0% | 0.16% | -85.7% |
| Q3 2022 | $2,188,000 | -19.6% | 55,852 | -15.6% | 1.15% | -14.1% |
| Q2 2022 | $2,721,000 | -15.1% | 66,154 | -1.0% | 1.34% | +1.4% |
| Q1 2022 | $3,206,000 | -6.9% | 66,838 | -0.2% | 1.32% | -5.8% |
| Q4 2021 | $3,442,000 | +6.2% | 66,953 | -0.2% | 1.40% | -5.9% |
| Q3 2021 | $3,241,000 | +3.1% | 67,058 | +5.3% | 1.49% | -10.1% |
| Q2 2021 | $3,144,000 | +1.3% | 63,671 | -2.8% | 1.66% | -9.4% |
| Q1 2021 | $3,103,000 | +19.4% | 65,496 | -2.0% | 1.83% | +2.0% |
| Q4 2020 | $2,599,000 | +20.1% | 66,802 | -7.8% | 1.79% | +8.5% |
| Q3 2020 | $2,164,000 | +3.6% | 72,466 | -1.6% | 1.65% | -1.9% |
| Q2 2020 | $2,089,000 | +29.9% | 73,625 | +1.3% | 1.68% | +13.9% |
| Q1 2020 | $1,608,000 | -41.7% | 72,653 | +1.2% | 1.48% | -16.7% |
| Q4 2019 | $2,760,000 | – | 71,782 | – | 1.78% | – |
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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% |