Coston, McIsaac & Partners - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 117 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Coston, McIsaac & Partners ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$40.0%1000.0%0.00%
+100.0%
Q2 2023$40.0%1000.0%0.00%0.0%
Q1 2023$40.0%1000.0%0.00%
-50.0%
Q4 2022$4
-99.9%
1000.0%0.00%
+100.0%
Q3 2022$3,000
-25.0%
1000.0%0.00%
-50.0%
Q2 2022$4,0001000.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 238,723$9,351,0009.12%
Kathleen S. Wright Associates Inc. 179,241$7,021,0005.69%
Essential Planning, LLC. 20,757$813,0004.69%
3D/L Capital Management, LLC 242,702$9,507,0002.82%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 102,180$4,002,0001.64%
HERBST GROUP, LLC 43,439$1,702,0001.40%
Forefront Analytics, LLC 56,188$2,202,0001.17%
PSI Advisors, LLC 55,852$2,188,0001.15%
Oxler Private Wealth LLC 42,648$1,670,611,0000.93%
9258 Wealth Management, LLC 91,090$3,568,0000.91%
View complete list of WISDOMTREE TR shareholders