WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 118 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 | ||||
|---|---|---|---|---|---|---|
| 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 | 450,142 | $13,446,000 | 3.74% |
| Forefront Analytics, LLC | 175,807 | $5,253,000 | 2.45% |
| PSI Advisors, LLC | 72,466 | $2,164,000 | 1.65% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 100,353 | $2,998,000 | 1.55% |
| Savant Capital, LLC | 599,055 | $17,894,000 | 1.22% |
| 9258 Wealth Management, LLC | 96,365 | $2,959,000 | 1.12% |
| Linscomb Wealth, Inc. | 494,862 | $14,782,000 | 1.02% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 37,310 | $1,114,000 | 0.90% |
| ACG Wealth | 180,171 | $5,382,000 | 0.81% |
| Tennessee Valley Asset Management Partners | 44,382 | $1,326,000 | 0.78% |