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 | $1,617 | -2.7% | 37,379 | +0.8% | 0.01% | 0.0% |
| Q2 2023 | $1,662 | +1.2% | 37,086 | -2.4% | 0.01% | -25.0% |
| Q1 2023 | $1,643 | -66.4% | 38,012 | -66.9% | 0.01% | -62.5% |
| Q4 2022 | $4,896 | -99.8% | 114,959 | +77.5% | 0.03% | +68.4% |
| Q3 2022 | $2,537,000 | -11.8% | 64,778 | -7.4% | 0.02% | -13.6% |
| Q2 2022 | $2,878,000 | -15.3% | 69,985 | -1.2% | 0.02% | -8.3% |
| Q1 2022 | $3,396,000 | +33.4% | 70,802 | +42.9% | 0.02% | +33.3% |
| Q4 2021 | $2,546,000 | +8.8% | 49,539 | +2.3% | 0.02% | -5.3% |
| Q3 2021 | $2,341,000 | -5.2% | 48,441 | -3.1% | 0.02% | -9.5% |
| Q2 2021 | $2,469,000 | +21.9% | 49,981 | +16.9% | 0.02% | +10.5% |
| Q1 2021 | $2,025,000 | +907.5% | 42,748 | +727.2% | 0.02% | +850.0% |
| Q4 2020 | $201,000 | -3.8% | 5,168 | -29.9% | 0.00% | -33.3% |
| Q2 2020 | $209,000 | -45.6% | 7,377 | -26.1% | 0.00% | -40.0% |
| Q4 2019 | $384,000 | +12.3% | 9,980 | +3.8% | 0.01% | -16.7% |
| Q3 2019 | $342,000 | -15.6% | 9,619 | -14.8% | 0.01% | 0.0% |
| Q2 2019 | $405,000 | -20.0% | 11,291 | -19.4% | 0.01% | -25.0% |
| Q1 2019 | $506,000 | +27.1% | 14,008 | +12.8% | 0.01% | +14.3% |
| Q4 2018 | $398,000 | -32.2% | 12,416 | -15.7% | 0.01% | -30.0% |
| Q3 2018 | $587,000 | +54.5% | 14,734 | +49.8% | 0.01% | +25.0% |
| Q2 2018 | $380,000 | +11.1% | 9,834 | +2.7% | 0.01% | +14.3% |
| Q1 2018 | $342,000 | +5.9% | 9,571 | +7.5% | 0.01% | +16.7% |
| Q4 2017 | $323,000 | +11.4% | 8,906 | +7.5% | 0.01% | 0.0% |
| Q3 2017 | $290,000 | +6.6% | 8,286 | +0.2% | 0.01% | +20.0% |
| Q2 2017 | $272,000 | – | 8,273 | – | 0.01% | – |
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% |