WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 120 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,486 | -3.1% | 173,003 | +0.3% | 0.02% | 0.0% |
| Q2 2023 | $7,726 | +24.8% | 172,406 | +20.4% | 0.02% | +23.1% |
| Q1 2023 | $6,190 | +23.0% | 143,223 | +21.2% | 0.01% | +8.3% |
| Q4 2022 | $5,032 | -99.9% | 118,160 | -9.6% | 0.01% | -7.7% |
| Q3 2022 | $5,121,000 | -1.2% | 130,745 | +3.7% | 0.01% | -7.1% |
| Q2 2022 | $5,184,000 | -12.3% | 126,071 | +2.3% | 0.01% | 0.0% |
| Q1 2022 | $5,912,000 | +20.0% | 123,272 | +28.6% | 0.01% | +27.3% |
| Q4 2021 | $4,927,000 | +62.7% | 95,856 | +52.9% | 0.01% | +37.5% |
| Q3 2021 | $3,029,000 | -20.1% | 62,688 | -18.3% | 0.01% | -20.0% |
| Q2 2021 | $3,791,000 | -43.1% | 76,757 | -45.4% | 0.01% | -47.4% |
| Q1 2021 | $6,663,000 | +94.4% | 140,638 | +59.6% | 0.02% | +90.0% |
| Q4 2020 | $3,428,000 | -37.1% | 88,099 | -51.7% | 0.01% | -47.4% |
| Q3 2020 | $5,452,000 | -33.1% | 182,548 | -36.5% | 0.02% | -38.7% |
| Q2 2020 | $8,155,000 | +41.4% | 287,354 | +11.3% | 0.03% | +14.8% |
| Q1 2020 | $5,767,000 | -43.5% | 258,292 | -2.7% | 0.03% | -30.8% |
| Q4 2019 | $10,210,000 | +20.6% | 265,552 | +11.7% | 0.04% | +8.3% |
| Q3 2019 | $8,463,000 | +7.5% | 237,742 | +8.4% | 0.04% | +2.9% |
| Q2 2019 | $7,872,000 | +2.6% | 219,407 | +3.3% | 0.04% | 0.0% |
| Q1 2019 | $7,671,000 | +34.7% | 212,457 | +19.5% | 0.04% | +16.7% |
| Q4 2018 | $5,695,000 | -10.4% | 177,775 | +11.5% | 0.03% | 0.0% |
| Q3 2018 | $6,353,000 | +8.9% | 159,471 | +5.8% | 0.03% | 0.0% |
| Q2 2018 | $5,834,000 | +36.6% | 150,784 | +26.1% | 0.03% | +30.4% |
| Q1 2018 | $4,272,000 | +1.1% | 119,586 | +2.5% | 0.02% | 0.0% |
| Q4 2017 | $4,225,000 | – | 116,661 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 273,506 | $11,834,584 | 8.57% |
| Kathleen S. Wright Associates Inc. | 160,776 | $6,955,685 | 3.89% |
| 3D/L Capital Management, LLC | 201,526 | $8,720,035 | 2.83% |
| HERBST GROUP, LLC | 42,394 | $1,834,388 | 1.31% |
| INVENIO WEALTH PARTNERS LLC | 28,983 | $1,254,094 | 1.14% |
| Forefront Analytics, LLC | 33,175 | $1,435,485 | 0.81% |
| HOWARD WEALTH MANAGEMENT, LLC | 19,655 | $850,472 | 0.78% |
| 9258 Wealth Management, LLC | 86,647 | $3,749,216 | 0.73% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 57,638 | $2,494 | 0.62% |
| Linscomb & Williams, Inc. | 241,714 | $10,458,970 | 0.61% |