Insight Advisors, LLC/ PA - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Insight Advisors, LLC/ PA ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,411,602
-6.0%
32,623
-2.6%
0.32%
-3.6%
Q2 2023$1,501,081
+44.1%
33,499
+39.0%
0.34%
+36.7%
Q1 2023$1,041,573
+46.0%
24,099
+44.0%
0.24%
-2.0%
Q4 2022$713,569
+221.4%
16,735
+263.0%
0.25%
+257.1%
Q1 2021$222,0004,6100.07%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 273,506$11,834,5848.57%
Kathleen S. Wright Associates Inc. 160,776$6,955,6853.89%
3D/L Capital Management, LLC 201,526$8,720,0352.83%
HERBST GROUP, LLC 42,394$1,834,3881.31%
INVENIO WEALTH PARTNERS LLC 28,983$1,254,0941.14%
Forefront Analytics, LLC 33,175$1,435,4850.81%
HOWARD WEALTH MANAGEMENT, LLC 19,655$850,4720.78%
9258 Wealth Management, LLC 86,647$3,749,2160.73%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 57,638$2,4940.62%
Linscomb Wealth, Inc. 241,714$10,458,9700.61%
View complete list of WISDOMTREE TR shareholders