WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 111 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $815,347 | -10.9% | 19,950 | -1.9% | 0.17% | -19.9% |
| Q4 2022 | $914,706 | +11.4% | 20,345 | -2.9% | 0.21% | -3.7% |
| Q3 2022 | $821,000 | -7.6% | 20,954 | -3.1% | 0.22% | +15.9% |
| Q2 2022 | $889,000 | -14.1% | 21,631 | +0.2% | 0.19% | +2.2% |
| Q1 2022 | $1,035,000 | -9.2% | 21,589 | -2.7% | 0.18% | -7.0% |
| Q4 2021 | $1,140,000 | +4.1% | 22,178 | -0.2% | 0.20% | -1.5% |
| Q3 2021 | $1,095,000 | -0.9% | 22,227 | +0.0% | 0.20% | -23.5% |
| Q2 2021 | $1,105,000 | +0.2% | 22,221 | -2.4% | 0.26% | -5.7% |
| Q1 2021 | $1,103,000 | +62.9% | 22,774 | +31.0% | 0.28% | -7.3% |
| Q4 2020 | $677,000 | +5.3% | 17,387 | -7.0% | 0.30% | -4.1% |
| Q3 2020 | $643,000 | +20.9% | 18,700 | +11.7% | 0.32% | +55.2% |
| Q2 2020 | $532,000 | – | 16,737 | – | 0.20% | – |
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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% |