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 | $331,016 | -3.4% | 7,650 | 0.0% | 0.04% | -2.6% |
| Q2 2023 | $342,797 | +3.7% | 7,650 | 0.0% | 0.04% | -2.5% |
| Q1 2023 | $330,633 | -22.4% | 7,650 | -23.6% | 0.04% | -28.6% |
| Q4 2022 | $426,198 | +8.7% | 10,007 | 0.0% | 0.06% | -3.4% |
| Q3 2022 | $392,000 | -4.6% | 10,007 | 0.0% | 0.06% | -3.3% |
| Q2 2022 | $411,000 | -17.6% | 10,007 | -3.8% | 0.06% | -4.8% |
| Q1 2022 | $499,000 | -6.7% | 10,401 | 0.0% | 0.06% | -11.3% |
| Q4 2021 | $535,000 | -5.5% | 10,401 | -11.2% | 0.07% | -30.4% |
| Q3 2021 | $566,000 | -2.1% | 11,708 | 0.0% | 0.10% | -2.9% |
| Q2 2021 | $578,000 | +7.4% | 11,708 | +3.1% | 0.10% | -10.3% |
| Q1 2021 | $538,000 | -82.0% | 11,355 | -85.2% | 0.12% | -77.6% |
| Q4 2020 | $2,986,000 | – | 76,710 | – | 0.52% | – |
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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 Wealth, Inc. | 241,714 | $10,458,970 | 0.61% |