WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 116 filers reported holding WISDOMTREE TR in Q3 2022. 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 ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 976,317 | $34,142,000 | 8.12% |
| SVA Wealth Management, LLC | 883,642 | $30,901,000 | 3.82% |
| TMD & ASSOCIATES, INC | 90,775 | $3,174,000 | 2.94% |
| Linscomb Wealth, Inc. | 539,960 | $18,882,000 | 1.62% |
| Kelman-Lazarov, Inc. | 80,114 | $2,802,000 | 1.48% |
| CUTLER INVESTMENT COUNSEL LLC | 141,165 | $4,937,000 | 1.15% |
| CULBERTSON A N & CO INC | 64,277 | $2,248,000 | 0.69% |
| Clearwater Capital Advisors, LLC | 60,007 | $2,113,000 | 0.49% |
| MOLLER WEALTH PARTNERS | 18,699 | $654,000 | 0.25% |
| Covenant Asset Management, LLC | 10,045 | $351,000 | 0.21% |