WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 117 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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 194,984 | $10,022,000 | 8.34% |
| Kathleen S. Wright Associates Inc. | 177,299 | $9,113,000 | 6.70% |
| 3D/L Capital Management, LLC | 303,036 | $15,576,000 | 3.64% |
| BlackDiamond Wealth Management, LLC | 40,294 | $2,071,000 | 2.38% |
| Forefront Analytics, LLC | 111,972 | $5,755,000 | 1.93% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 101,462 | $5,215,000 | 1.59% |
| HERBST GROUP, LLC | 46,634 | $2,397,000 | 1.48% |
| PSI Advisors, LLC | 66,953 | $3,442,000 | 1.40% |
| 9258 Wealth Management, LLC | 92,840 | $4,772,000 | 1.09% |
| Linscomb Wealth, Inc. | 369,688 | $19,002,000 | 0.91% |