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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $245,000 | -30.6% | 5,953 | -19.1% | 0.04% | -21.7% |
| Q1 2022 | $353,000 | -32.2% | 7,357 | -27.5% | 0.05% | -33.3% |
| Q4 2021 | $521,000 | -25.8% | 10,142 | -30.2% | 0.07% | -31.7% |
| Q3 2021 | $702,000 | -6.8% | 14,532 | -4.8% | 0.10% | +9.8% |
| Q2 2021 | $753,000 | -60.3% | 15,258 | -61.9% | 0.09% | -70.5% |
| Q1 2021 | $1,895,000 | +37.5% | 40,013 | +13.0% | 0.31% | +8.0% |
| Q4 2020 | $1,378,000 | -89.0% | 35,413 | +9122.1% | 0.29% | +4716.7% |
| Q3 2020 | $12,505,000 | -28.2% | 384 | -38.2% | 0.01% | -40.0% |
| Q2 2020 | $17,415,000 | +11.9% | 621 | -10.9% | 0.01% | 0.0% |
| Q1 2020 | $15,557,000 | -67.5% | 697 | -46.7% | 0.01% | -65.5% |
| Q4 2019 | $47,939,000 | – | 1,307 | – | 0.03% | – |
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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 & Williams, Inc. | 241,714 | $10,458,970 | 0.61% |