WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 120 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,834,584 | +0.6% | 273,506 | +4.2% | 8.57% | +2.1% |
| Q2 2023 | $11,758,203 | +10.6% | 262,401 | +6.7% | 8.39% | +4.1% |
| Q1 2023 | $10,631,986 | +6.4% | 245,997 | +4.8% | 8.06% | -1.9% |
| Q4 2022 | $9,996,341 | +6.9% | 234,711 | -1.7% | 8.22% | -9.9% |
| Q3 2022 | $9,351,000 | -1.0% | 238,723 | +3.9% | 9.12% | +3.3% |
| Q2 2022 | $9,449,000 | -6.9% | 229,801 | +8.7% | 8.83% | +0.3% |
| Q1 2022 | $10,144,000 | +1.2% | 211,501 | +8.5% | 8.80% | +5.6% |
| Q4 2021 | $10,022,000 | – | 194,984 | – | 8.34% | – |
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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% |