WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 116 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3 | +50.0% | 57 | +23.9% | 0.00% | +100.0% |
| Q1 2024 | $2 | 0.0% | 46 | +12.2% | 0.00% | 0.0% |
| Q4 2023 | $2 | -33.3% | 41 | -42.3% | 0.00% | -50.0% |
| Q3 2023 | $3 | 0.0% | 71 | +6.0% | 0.00% | 0.0% |
| Q2 2023 | $3 | -50.0% | 67 | -48.1% | 0.00% | -60.0% |
| Q1 2023 | $6 | -57.1% | 129 | -57.6% | 0.01% | -16.7% |
| Q4 2022 | $14 | -99.8% | 304 | +87.7% | 0.01% | +20.0% |
| Q3 2022 | $6,000 | – | 162 | – | 0.01% | – |
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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% |