WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 116 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $739,966 | -6.8% | 17,100 | -3.4% | 0.37% | -1.6% |
| Q2 2023 | $793,573 | -56.4% | 17,710 | -57.9% | 0.38% | -57.9% |
| Q1 2023 | $1,819,193 | +0.7% | 42,091 | -0.7% | 0.90% | -7.6% |
| Q4 2022 | $1,805,984 | -99.9% | 42,404 | -0.6% | 0.97% | +4.1% |
| Q3 2022 | $1,670,611,000 | -6.0% | 42,648 | -1.3% | 0.93% | +9.2% |
| Q2 2022 | $1,777,094,000 | +127290.3% | 43,217 | +48.5% | 0.86% | +35.9% |
| Q1 2022 | $1,395,000 | -4.9% | 29,104 | +1.9% | 0.63% | +3.5% |
| Q4 2021 | $1,467,000 | +6.2% | 28,560 | -0.1% | 0.61% | -0.2% |
| Q3 2021 | $1,381,000 | +15.7% | 28,588 | +18.2% | 0.61% | +17.1% |
| Q2 2021 | $1,194,000 | +2.1% | 24,179 | -2.0% | 0.52% | -12.2% |
| Q1 2021 | $1,169,000 | +56.7% | 24,683 | +28.7% | 0.59% | +41.0% |
| Q4 2020 | $746,000 | – | 19,183 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 194,984 | $10,022,000 | 8.34% |
| Kathleen S. Wright Associates Inc. | 177,299 | $9,113,000 | 6.70% |
| 3D/L Capital Management, LLC | 303,036 | $15,576,000 | 3.64% |
| BlackDiamond Wealth Management, LLC | 40,294 | $2,071,000 | 2.38% |
| Forefront Analytics, LLC | 111,972 | $5,755,000 | 1.93% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 101,462 | $5,215,000 | 1.59% |
| HERBST GROUP, LLC | 46,634 | $2,397,000 | 1.48% |
| PSI Advisors, LLC | 66,953 | $3,442,000 | 1.40% |
| 9258 Wealth Management, LLC | 92,840 | $4,772,000 | 1.09% |
| Linscomb Wealth, Inc. | 369,688 | $19,002,000 | 0.91% |