WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 117 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shore Point Advisors, LLC | 194,984 | $10,022,000 | 8.34% |
Kathleen S. Wright Associates Inc. | 177,299 | $9,113,000 | 6.70% |
3D/L Capital Management, LLC | 303,036 | $15,576,000 | 3.64% |
BlackDiamond Wealth Management, LLC | 40,294 | $2,071,000 | 2.38% |
Forefront Analytics, LLC | 111,972 | $5,755,000 | 1.93% |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 101,462 | $5,215,000 | 1.59% |
HERBST GROUP, LLC | 46,634 | $2,397,000 | 1.48% |
PSI Advisors, LLC | 66,953 | $3,442,000 | 1.40% |
9258 Wealth Management, LLC | 92,840 | $4,772,000 | 1.09% |
Linscomb Wealth, Inc. | 369,688 | $19,002,000 | 0.91% |