Essential Planning, LLC. - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
Essential Planning, LLC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$476,965
-10.0%
11,023
-6.8%
0.26%
-12.6%
Q2 2023$529,879
+3.7%
11,8250.0%0.30%
-2.6%
Q1 2023$511,076
-36.7%
11,825
-43.0%
0.31%
-49.9%
Q4 2022$807,639
-0.7%
20,763
+0.0%
0.62%
-86.8%
Q3 2022$813,000–20,757–4.69%–
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Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Horizons Wealth Management 832$41,4500.03%
View complete list of WISDOMTREE TR shareholders