WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 124 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 273,506 | $11,834,584 | 8.57% |
| Kathleen S. Wright Associates Inc. | 160,776 | $6,955,685 | 3.89% |
| 3D/L Capital Management, LLC | 201,526 | $8,720,035 | 2.83% |
| HERBST GROUP, LLC | 42,394 | $1,834,388 | 1.31% |
| INVENIO WEALTH PARTNERS LLC | 28,983 | $1,254,094 | 1.14% |
| Forefront Analytics, LLC | 33,175 | $1,435,485 | 0.81% |
| HOWARD WEALTH MANAGEMENT, LLC | 19,655 | $850,472 | 0.78% |
| 9258 Wealth Management, LLC | 86,647 | $3,749,216 | 0.73% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 57,638 | $2,494 | 0.62% |
| Linscomb & Williams, Inc. | 241,714 | $10,458,970 | 0.61% |