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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,955,685 | -5.9% | 160,776 | -2.6% | 3.89% | -17.4% |
| Q2 2023 | $7,393,749 | -8.5% | 165,002 | -11.8% | 4.71% | -11.2% |
| Q1 2023 | $8,083,550 | -1.4% | 187,033 | -2.8% | 5.31% | -4.5% |
| Q4 2022 | $8,197,000 | +16.7% | 192,464 | +7.4% | 5.56% | -2.4% |
| Q3 2022 | $7,021,000 | -2.0% | 179,241 | +2.9% | 5.69% | -5.5% |
| Q2 2022 | $7,164,000 | -16.2% | 174,219 | -2.2% | 6.03% | -3.3% |
| Q1 2022 | $8,548,000 | -6.2% | 178,226 | +0.5% | 6.24% | -7.0% |
| Q4 2021 | $9,113,000 | – | 177,299 | – | 6.70% | – |
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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% |