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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $902,309 | +79.9% | 20,853 | +86.3% | 0.01% | +80.0% |
| Q2 2023 | $501,603 | -9.0% | 11,194 | -12.3% | 0.01% | -16.7% |
| Q1 2023 | $551,376 | -97.4% | 12,757 | -97.4% | 0.01% | -96.8% |
| Q4 2022 | $20,950,064 | -99.9% | 491,901 | -48.8% | 0.19% | -7.5% |
| Q3 2022 | $18,825,807,000 | +1871252.6% | 960,268 | +3824.6% | 0.20% | +1910.0% |
| Q2 2022 | $1,006,000 | -16.7% | 24,468 | -2.9% | 0.01% | -23.1% |
| Q1 2022 | $1,208,000 | -43.7% | 25,193 | -39.7% | 0.01% | -40.9% |
| Q4 2021 | $2,147,000 | +82.7% | 41,769 | +71.7% | 0.02% | +83.3% |
| Q3 2021 | $1,175,000 | +23.8% | 24,320 | +26.6% | 0.01% | +9.1% |
| Q2 2021 | $949,000 | +179.9% | 19,207 | +168.8% | 0.01% | +175.0% |
| Q1 2021 | $339,000 | +37.8% | 7,145 | +12.6% | 0.00% | +33.3% |
| Q4 2020 | $246,000 | – | 6,345 | – | 0.00% | – |
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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% |