WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 111 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $118,884 | +76.6% | 2,747 | +82.9% | 0.00% | – |
| Q2 2023 | $67,307 | -55.3% | 1,502 | -56.9% | 0.00% | – |
| Q1 2023 | $150,582 | +188.9% | 3,484 | +184.6% | 0.00% | – |
| Q4 2022 | $52,130 | +93.1% | 1,224 | +75.6% | 0.00% | – |
| Q3 2022 | $27,000 | -71.3% | 697 | -69.4% | 0.00% | – |
| Q2 2022 | $94,000 | +6.8% | 2,277 | +24.4% | 0.00% | – |
| Q1 2022 | $88,000 | – | 1,830 | +91400.0% | 0.00% | – |
| Q2 2021 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 1 | -99.7% | 0.00% | – |
| Q3 2020 | $11,000 | +10.0% | 360 | -0.3% | 0.00% | – |
| Q2 2020 | $10,000 | +25.0% | 361 | 0.0% | 0.00% | – |
| Q1 2020 | $8,000 | -90.6% | 361 | -83.8% | 0.00% | – |
| Q4 2019 | $85,000 | +88.9% | 2,222 | +76.9% | 0.00% | – |
| Q3 2019 | $45,000 | 0.0% | 1,256 | 0.0% | 0.00% | – |
| Q2 2019 | $45,000 | +66.7% | 1,256 | +64.8% | 0.00% | – |
| Q1 2019 | $27,000 | – | 762 | +9425.0% | 0.00% | – |
| Q4 2018 | $0 | – | 8 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 976,317 | $34,142,000 | 8.12% |
| SVA Wealth Management, LLC | 883,642 | $30,901,000 | 3.82% |
| TMD & ASSOCIATES, INC | 90,775 | $3,174,000 | 2.94% |
| Linscomb Wealth, Inc. | 539,960 | $18,882,000 | 1.62% |
| Kelman-Lazarov, Inc. | 80,114 | $2,802,000 | 1.48% |
| CUTLER INVESTMENT COUNSEL LLC | 141,165 | $4,937,000 | 1.15% |
| CULBERTSON A N & CO INC | 64,277 | $2,248,000 | 0.69% |
| Clearwater Capital Advisors, LLC | 60,007 | $2,113,000 | 0.49% |
| MOLLER WEALTH PARTNERS | 18,699 | $654,000 | 0.25% |
| Covenant Asset Management, LLC | 10,045 | $351,000 | 0.21% |