Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 126 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$246,0006,3450.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 450,142$13,446,0003.74%
Forefront Analytics, LLC 175,807$5,253,0002.45%
PSI Advisors, LLC 72,466$2,164,0001.65%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 100,353$2,998,0001.55%
Savant Capital, LLC 599,055$17,894,0001.22%
9258 Wealth Management, LLC 96,365$2,959,0001.12%
Linscomb & Williams, Inc. 494,862$14,782,0001.02%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 37,310$1,114,0000.90%
ACG Wealth 180,171$5,382,0000.81%
Tennessee Valley Asset Management Partners 44,382$1,326,0000.78%
View complete list of WISDOMTREE TR shareholders