WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 120 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $279,304 | -3.4% | 6,455 | 0.0% | 0.01% | -9.1% |
Q2 2023 | $289,238 | +2.1% | 6,455 | -1.5% | 0.01% | -8.3% |
Q1 2023 | $283,290 | +1.5% | 6,555 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $279,160 | +8.6% | 6,555 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $257,000 | -6.9% | 6,555 | -2.2% | 0.01% | -7.7% |
Q2 2022 | $276,000 | -22.3% | 6,705 | -2.9% | 0.01% | -13.3% |
Q4 2021 | $355,000 | +4.4% | 6,904 | -2.0% | 0.02% | -6.2% |
Q3 2021 | $340,000 | -2.3% | 7,044 | +1.0% | 0.02% | -5.9% |
Q2 2021 | $348,000 | +72.3% | 6,976 | +65.6% | 0.02% | +54.5% |
Q1 2021 | $202,000 | – | 4,212 | – | 0.01% | – |
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 Wealth, Inc. | 241,714 | $10,458,970 | 0.61% |