Coston, McIsaac & Partners - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 115 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
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 Q2 2023
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 194,984$10,022,0008.34%
Kathleen S. Wright Associates Inc. 177,299$9,113,0006.70%
3D/L Capital Management, LLC 303,036$15,576,0003.64%
BlackDiamond Wealth Management, LLC 40,294$2,071,0002.38%
Forefront Analytics, LLC 111,972$5,755,0001.93%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 101,462$5,215,0001.59%
HERBST GROUP, LLC 46,634$2,397,0001.48%
PSI Advisors, LLC 66,953$3,442,0001.40%
9258 Wealth Management, LLC 92,840$4,772,0001.09%
Linscomb Wealth, Inc. 369,688$19,002,0000.91%
View complete list of WISDOMTREE TR shareholders