WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 115 filers reported holding WISDOMTREE TR in Q2 2021. 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 | 238,723 | $9,351,000 | 9.12% |
| Kathleen S. Wright Associates Inc. | 179,241 | $7,021,000 | 5.69% |
| Essential Planning, LLC. | 20,757 | $813,000 | 4.69% |
| 3D/L Capital Management, LLC | 242,702 | $9,507,000 | 2.82% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 102,180 | $4,002,000 | 1.64% |
| HERBST GROUP, LLC | 43,439 | $1,702,000 | 1.40% |
| Forefront Analytics, LLC | 56,188 | $2,202,000 | 1.17% |
| PSI Advisors, LLC | 55,852 | $2,188,000 | 1.15% |
| Oxler Private Wealth LLC | 42,648 | $1,670,611,000 | 0.93% |
| 9258 Wealth Management, LLC | 91,090 | $3,568,000 | 0.91% |