WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 126 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,834,388 | -2.7% | 42,394 | +0.8% | 1.31% | +0.5% |
| Q2 2023 | $1,884,440 | +1.2% | 42,054 | -2.4% | 1.30% | -1.1% |
| Q1 2023 | $1,862,090 | +1.1% | 43,084 | -0.4% | 1.32% | -11.6% |
| Q4 2022 | $1,841,549 | +8.2% | 43,239 | -0.5% | 1.49% | +6.6% |
| Q3 2022 | $1,702,000 | -6.0% | 43,439 | 0.0% | 1.40% | -2.3% |
| Q2 2022 | $1,810,000 | -14.0% | 43,439 | -1.0% | 1.43% | +4.0% |
| Q1 2022 | $2,105,000 | -12.2% | 43,889 | -5.9% | 1.38% | -6.9% |
| Q4 2021 | $2,397,000 | – | 46,634 | – | 1.48% | – |
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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% |