WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 117 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $158,584 | -3.4% | 3,665 | 0.0% | 0.00% | – |
| Q2 2023 | $164,228 | +40.3% | 3,665 | +35.3% | 0.00% | – |
| Q1 2023 | $117,083 | +1.5% | 2,709 | 0.0% | 0.00% | – |
| Q4 2022 | $115,377 | +9.9% | 2,709 | 0.0% | 0.00% | – |
| Q3 2022 | $105,000 | -4.5% | 2,709 | 0.0% | 0.00% | – |
| Q2 2022 | $110,000 | -14.7% | 2,709 | 0.0% | 0.00% | – |
| Q1 2022 | $129,000 | -7.2% | 2,709 | 0.0% | 0.00% | – |
| Q4 2021 | $139,000 | +348.4% | 2,709 | +317.4% | 0.00% | – |
| Q3 2021 | $31,000 | -3.1% | 649 | 0.0% | 0.00% | – |
| Q2 2021 | $32,000 | +3.2% | 649 | 0.0% | 0.00% | – |
| Q1 2021 | $31,000 | +181.8% | 649 | +132.6% | 0.00% | – |
| Q4 2020 | $11,000 | +37.5% | 279 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q2 2020 | $8,000 | +33.3% | 279 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -87.0% | 279 | -76.5% | 0.00% | – |
| Q4 2019 | $46,000 | +360.0% | 1,185 | +324.7% | 0.00% | – |
| Q3 2019 | $10,000 | -63.0% | 279 | -62.3% | 0.00% | – |
| Q2 2019 | $27,000 | +107.7% | 740 | +102.2% | 0.00% | – |
| Q1 2019 | $13,000 | +8.3% | 366 | 0.0% | 0.00% | – |
| Q4 2018 | $12,000 | -53.8% | 366 | -44.1% | 0.00% | – |
| Q3 2018 | $26,000 | -21.2% | 655 | -22.9% | 0.00% | – |
| Q2 2018 | $33,000 | -35.3% | 850 | -40.1% | 0.00% | – |
| Q1 2018 | $51,000 | -1.9% | 1,419 | -1.4% | 0.00% | – |
| Q4 2017 | $52,000 | +4.0% | 1,439 | 0.0% | 0.00% | – |
| Q3 2017 | $50,000 | +6.4% | 1,439 | 0.0% | 0.00% | – |
| Q2 2017 | $47,000 | +2.2% | 1,439 | 0.0% | 0.00% | – |
| Q1 2017 | $46,000 | -2.1% | 1,439 | +200.4% | 0.00% | – |
| Q4 2016 | $47,000 | +14.6% | 479 | 0.0% | 0.00% | – |
| Q3 2016 | $41,000 | +7.9% | 479 | 0.0% | 0.00% | – |
| Q2 2016 | $38,000 | +2.7% | 479 | 0.0% | 0.00% | – |
| Q1 2016 | $37,000 | +2.8% | 479 | 0.0% | 0.00% | – |
| Q4 2015 | $36,000 | -2.7% | 479 | -6.1% | 0.00% | – |
| Q3 2015 | $37,000 | -58.4% | 510 | -51.5% | 0.00% | – |
| Q2 2015 | $89,000 | -18.3% | 1,052 | -19.0% | 0.00% | – |
| Q1 2015 | $109,000 | +87.9% | 1,299 | +85.0% | 0.00% | – |
| Q4 2014 | $58,000 | +13.7% | 702 | +3.8% | 0.00% | – |
| Q3 2014 | $51,000 | +240.0% | 676 | +275.6% | 0.00% | – |
| Q2 2014 | $15,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q1 2014 | $15,000 | -37.5% | 180 | -40.0% | 0.00% | – |
| Q4 2013 | $24,000 | – | 300 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 450,142 | $13,446,000 | 3.74% |
| Forefront Analytics, LLC | 175,807 | $5,253,000 | 2.45% |
| PSI Advisors, LLC | 72,466 | $2,164,000 | 1.65% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 100,353 | $2,998,000 | 1.55% |
| Savant Capital, LLC | 599,055 | $17,894,000 | 1.22% |
| 9258 Wealth Management, LLC | 96,365 | $2,959,000 | 1.12% |
| Linscomb & Williams, Inc. | 494,862 | $14,782,000 | 1.02% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 37,310 | $1,114,000 | 0.90% |
| ACG Wealth | 180,171 | $5,382,000 | 0.81% |
| Tennessee Valley Asset Management Partners | 44,382 | $1,326,000 | 0.78% |