WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 117 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $254,502 | -6.0% | 5,400 | 0.0% | 0.20% | -8.5% |
| Q1 2024 | $270,648 | +0.6% | 5,400 | 0.0% | 0.21% | -6.2% |
| Q4 2023 | $269,028 | +15.1% | 5,400 | 0.0% | 0.23% | +2.3% |
| Q3 2023 | $233,658 | -3.4% | 5,400 | 0.0% | 0.22% | +1.8% |
| Q2 2023 | $241,974 | +3.7% | 5,400 | 0.0% | 0.22% | -2.7% |
| Q1 2023 | $233,388 | +1.5% | 5,400 | 0.0% | 0.22% | -5.1% |
| Q4 2022 | $229,986 | +8.5% | 5,400 | 0.0% | 0.24% | -4.5% |
| Q3 2022 | $212,000 | -4.5% | 5,400 | 0.0% | 0.25% | +1.2% |
| Q2 2022 | $222,000 | -14.3% | 5,400 | 0.0% | 0.24% | +3.8% |
| Q1 2022 | $259,000 | -6.8% | 5,400 | 0.0% | 0.24% | -6.0% |
| Q4 2021 | $278,000 | – | 5,400 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 215,763 | $17,850,000 | 5.45% |
| SVA Wealth Management, LLC | 169,396 | $14,014,000 | 5.09% |
| Gradient Investments LLC | 252,801 | $20,914,000 | 3.44% |
| CUTLER INVESTMENT COUNSEL LLC | 64,763 | $5,358,000 | 1.76% |
| Linscomb Wealth, Inc. | 113,903 | $9,423,000 | 1.04% |
| MOLLER WEALTH PARTNERS | 13,326 | $1,102,000 | 0.54% |
| CUE ADVISORY SERVICES, INC. | 6,052 | $501,000 | 0.53% |
| CULBERTSON A N & CO INC | 12,450 | $1,030,000 | 0.42% |
| Cambridge Investment Research Advisors, Inc. | 80,048 | $6,622,000 | 0.20% |
| LBMC INVESTMENT ADVISORS, LLC | 10,581 | $875,000 | 0.20% |