WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 124 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $284,587 | -3.4% | 6,577 | 0.0% | 0.00% | – |
| Q2 2023 | $294,715 | +3.7% | 6,577 | 0.0% | 0.00% | – |
| Q1 2023 | $284,258 | +1.5% | 6,577 | 0.0% | 0.00% | – |
| Q4 2022 | $280,114 | +471.7% | 6,577 | +426.2% | 0.00% | – |
| Q3 2022 | $49,000 | -3.9% | 1,250 | 0.0% | 0.00% | – |
| Q2 2022 | $51,000 | +88.9% | 1,250 | +81.2% | 0.00% | – |
| Q4 2020 | $27,000 | +28.6% | 690 | 0.0% | 0.00% | – |
| Q3 2020 | $21,000 | -16.0% | 690 | -22.5% | 0.00% | – |
| Q2 2020 | $25,000 | -59.0% | 890 | -67.4% | 0.00% | – |
| Q1 2020 | $61,000 | -50.0% | 2,734 | -13.8% | 0.00% | – |
| Q4 2019 | $122,000 | -32.2% | 3,172 | -37.0% | 0.00% | – |
| Q3 2019 | $180,000 | -93.9% | 5,033 | -93.9% | 0.00% | -100.0% |
| Q2 2019 | $2,938,000 | +2645.8% | 81,886 | +2676.7% | 0.01% | – |
| Q1 2019 | $107,000 | +386.4% | 2,949 | +327.4% | 0.00% | – |
| Q4 2018 | $22,000 | +214.3% | 690 | +318.2% | 0.00% | – |
| Q3 2018 | $7,000 | +16.7% | 165 | 0.0% | 0.00% | – |
| Q2 2018 | $6,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q1 2018 | $6,000 | – | 165 | – | 0.00% | – |
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% |