WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 135 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,776,276 | +13.9% | 37,689 | +21.1% | 0.32% | +7.4% |
| Q1 2024 | $1,560,049 | -1.6% | 31,126 | -2.1% | 0.30% | -10.7% |
| Q4 2023 | $1,584,619 | +12.3% | 31,806 | -2.5% | 0.34% | +3.7% |
| 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 | $222,000 | – | 4,610 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 450,142 | $13,446,000 | 3.74% |
| Forefront Analytics, LLC | 175,807 | $5,253,000 | 2.45% |
| PSI Advisors, LLC | 72,466 | $2,164,000 | 1.65% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 100,353 | $2,998,000 | 1.55% |
| Savant Capital, LLC | 599,055 | $17,894,000 | 1.22% |
| 9258 Wealth Management, LLC | 96,365 | $2,959,000 | 1.12% |
| Linscomb Wealth, Inc. | 494,862 | $14,782,000 | 1.02% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 37,310 | $1,114,000 | 0.90% |
| ACG Wealth | 180,171 | $5,382,000 | 0.81% |
| Tennessee Valley Asset Management Partners | 44,382 | $1,326,000 | 0.78% |