PSI Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 117 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
PSI Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$344,570
-6.0%
7,3110.0%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$2,760,00071,7821.78%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Huber Financial Advisors, LLC 396,458$15,244,0005.29%
3D ASSET MANAGEMENT, INC 479,379$18,432,0004.27%
SVA Wealth Management, LLC 1,166,010$44,833,0004.11%
Clear Creek Financial Management, LLC 250,395$9,489,0003.73%
Private Wealth Strategies, L.L.C. 168,933$6,495,0002.59%
Linscomb Wealth, Inc. 761,081$29,264,0001.91%
PERRITT CAPITAL MANAGEMENT INC 103,197$3,968,0001.90%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 90,759$3,490,0001.80%
PSI Advisors, LLC 71,782$2,760,0001.78%
HOWARD WEALTH MANAGEMENT, LLC 54,175$2,083,0001.74%
View complete list of WISDOMTREE TR shareholders