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 | $8,720,035 | -11.8% | 201,526 | -8.7% | 2.83% | -1.0% |
| Q2 2023 | $9,891,814 | -3.2% | 220,750 | -6.7% | 2.86% | +5.6% |
| Q1 2023 | $10,220,540 | -2.1% | 236,477 | -3.5% | 2.71% | -3.5% |
| Q4 2022 | $10,440,306 | +9.8% | 245,135 | +1.0% | 2.81% | -0.5% |
| Q3 2022 | $9,507,000 | -0.5% | 242,702 | +4.4% | 2.82% | +5.7% |
| Q2 2022 | $9,559,000 | -20.9% | 232,475 | -7.7% | 2.67% | -10.3% |
| Q1 2022 | $12,080,000 | -22.4% | 251,883 | -16.9% | 2.98% | -18.2% |
| Q4 2021 | $15,576,000 | +7.5% | 303,036 | +1.0% | 3.64% | +4.6% |
| Q3 2021 | $14,495,000 | -2.0% | 299,918 | +0.1% | 3.48% | -1.6% |
| Q2 2021 | $14,796,000 | -6.3% | 299,579 | -10.1% | 3.54% | -11.6% |
| Q1 2021 | $15,788,000 | +105153.3% | 333,218 | -14.8% | 4.00% | +20952.6% |
| Q4 2020 | $15,000 | – | 391,165 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 976,317 | $34,142,000 | 8.12% |
| SVA Wealth Management, LLC | 883,642 | $30,901,000 | 3.82% |
| TMD & ASSOCIATES, INC | 90,775 | $3,174,000 | 2.94% |
| Linscomb Wealth, Inc. | 539,960 | $18,882,000 | 1.62% |
| Kelman-Lazarov, Inc. | 80,114 | $2,802,000 | 1.48% |
| CUTLER INVESTMENT COUNSEL LLC | 141,165 | $4,937,000 | 1.15% |
| CULBERTSON A N & CO INC | 64,277 | $2,248,000 | 0.69% |
| Clearwater Capital Advisors, LLC | 60,007 | $2,113,000 | 0.49% |
| MOLLER WEALTH PARTNERS | 18,699 | $654,000 | 0.25% |
| Covenant Asset Management, LLC | 10,045 | $351,000 | 0.21% |