WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 115 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $230,000 | -9.6% | 5,133 | -12.8% | 0.14% | -14.4% |
| Q1 2023 | $254,407 | +11.0% | 5,886 | +9.3% | 0.16% | +6.0% |
| Q4 2022 | $229,281 | +7.6% | 5,383 | -1.1% | 0.15% | 0.0% |
| Q3 2022 | $213,000 | -1.8% | 5,445 | +3.3% | 0.15% | +6.3% |
| Q2 2022 | $217,000 | -31.5% | 5,269 | -14.6% | 0.14% | -18.4% |
| Q4 2021 | $317,000 | +27.3% | 6,172 | +18.9% | 0.17% | +20.8% |
| Q1 2021 | $249,000 | – | 5,189 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 238,723 | $9,351,000 | 9.12% |
| Kathleen S. Wright Associates Inc. | 179,241 | $7,021,000 | 5.69% |
| Essential Planning, LLC. | 20,757 | $813,000 | 4.69% |
| 3D/L Capital Management, LLC | 242,702 | $9,507,000 | 2.82% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 102,180 | $4,002,000 | 1.64% |
| HERBST GROUP, LLC | 43,439 | $1,702,000 | 1.40% |
| Forefront Analytics, LLC | 56,188 | $2,202,000 | 1.17% |
| PSI Advisors, LLC | 55,852 | $2,188,000 | 1.15% |
| Oxler Private Wealth LLC | 42,648 | $1,670,611,000 | 0.93% |
| 9258 Wealth Management, LLC | 91,090 | $3,568,000 | 0.91% |