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 | $254,464 | -11.7% | 5,399 | -6.1% | 0.01% | -14.3% |
| Q1 2024 | $288,140 | -7.2% | 5,749 | -7.7% | 0.01% | -22.2% |
| Q4 2023 | $310,382 | +11.1% | 6,230 | -3.5% | 0.01% | -10.0% |
| 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 | -14.8% | 6,705 | -0.8% | 0.01% | -7.1% |
| Q1 2022 | $324,047 | -8.7% | 6,757 | -2.1% | 0.01% | -6.7% |
| 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 ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 450,142 | $13,446,000 | 3.74% |
| Forefront Analytics, LLC | 175,807 | $5,253,000 | 2.45% |
| PSI Advisors, LLC | 72,466 | $2,164,000 | 1.65% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 100,353 | $2,998,000 | 1.55% |
| Savant Capital, LLC | 599,055 | $17,894,000 | 1.22% |
| 9258 Wealth Management, LLC | 96,365 | $2,959,000 | 1.12% |
| Linscomb Wealth, Inc. | 494,862 | $14,782,000 | 1.02% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 37,310 | $1,114,000 | 0.90% |
| ACG Wealth | 180,171 | $5,382,000 | 0.81% |
| Tennessee Valley Asset Management Partners | 44,382 | $1,326,000 | 0.78% |