WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 118 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $344,570 | -6.0% | 7,311 | 0.0% | 0.11% | -17.4% |
| Q1 2024 | $366,427 | -3.4% | 7,311 | -3.9% | 0.13% | -7.0% |
| Q4 2023 | $379,180 | +15.4% | 7,611 | +0.2% | 0.14% | 0.0% |
| 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 | 215,763 | $17,850,000 | 5.45% |
| SVA Wealth Management, LLC | 169,396 | $14,014,000 | 5.09% |
| Gradient Investments LLC | 252,801 | $20,914,000 | 3.44% |
| CUTLER INVESTMENT COUNSEL LLC | 64,763 | $5,358,000 | 1.76% |
| Linscomb Wealth, Inc. | 113,903 | $9,423,000 | 1.04% |
| MOLLER WEALTH PARTNERS | 13,326 | $1,102,000 | 0.54% |
| CUE ADVISORY SERVICES, INC. | 6,052 | $501,000 | 0.53% |
| CULBERTSON A N & CO INC | 12,450 | $1,030,000 | 0.42% |
| Cambridge Investment Research Advisors, Inc. | 80,048 | $6,622,000 | 0.20% |
| LBMC INVESTMENT ADVISORS, LLC | 10,581 | $875,000 | 0.20% |