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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |