WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 124 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $884 | -3.1% | 20 | 0.0% | 0.00% | – |
| Q2 2023 | $912 | +4.0% | 20 | 0.0% | 0.00% | – |
| Q1 2023 | $877 | +1.7% | 20 | 0.0% | 0.00% | – |
| Q4 2022 | $862 | -99.9% | 20 | 0.0% | 0.00% | – |
| Q3 2022 | $789,000 | -4.4% | 20 | 0.0% | 0.00% | – |
| Q2 2022 | $825,000 | +20525.0% | 20 | -87.9% | 0.00% | -100.0% |
| Q1 2020 | $4,000 | -33.3% | 165 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | 0.0% | 165 | 0.0% | 0.00% | -25.0% |
| Q2 2019 | $6,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 165 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | – | 165 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 976,317 | $34,142,000 | 8.12% |
| SVA Wealth Management, LLC | 883,642 | $30,901,000 | 3.82% |
| TMD & ASSOCIATES, INC | 90,775 | $3,174,000 | 2.94% |
| Linscomb Wealth, Inc. | 539,960 | $18,882,000 | 1.62% |
| Kelman-Lazarov, Inc. | 80,114 | $2,802,000 | 1.48% |
| CUTLER INVESTMENT COUNSEL LLC | 141,165 | $4,937,000 | 1.15% |
| CULBERTSON A N & CO INC | 64,277 | $2,248,000 | 0.69% |
| Clearwater Capital Advisors, LLC | 60,007 | $2,113,000 | 0.49% |
| MOLLER WEALTH PARTNERS | 18,699 | $654,000 | 0.25% |
| Covenant Asset Management, LLC | 10,045 | $351,000 | 0.21% |