WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 116 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,026,908 | -2.8% | 46,844 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $2,085,694 | +6.5% | 46,544 | +2.7% | 0.00% | 0.0% |
| Q1 2023 | $1,958,041 | +1.4% | 45,304 | -0.1% | 0.00% | 0.0% |
| Q4 2022 | $1,931,514 | +13.4% | 45,351 | +4.3% | 0.00% | 0.0% |
| Q3 2022 | $1,703,000 | +3.0% | 43,486 | +8.1% | 0.00% | 0.0% |
| Q2 2022 | $1,653,000 | -14.1% | 40,210 | +0.2% | 0.00% | 0.0% |
| Q1 2022 | $1,924,000 | -26.1% | 40,119 | -20.7% | 0.00% | 0.0% |
| Q4 2021 | $2,602,000 | +5.8% | 50,616 | -0.5% | 0.00% | -25.0% |
| Q3 2021 | $2,459,000 | +3.5% | 50,884 | +5.8% | 0.00% | 0.0% |
| Q2 2021 | $2,375,000 | +19.6% | 48,098 | +14.8% | 0.00% | +33.3% |
| Q1 2021 | $1,985,000 | -12.6% | 41,891 | -29.0% | 0.00% | -40.0% |
| Q4 2019 | $2,270,000 | +14.0% | 59,001 | +5.7% | 0.01% | 0.0% |
| Q3 2019 | $1,991,000 | +0.4% | 55,836 | +1.3% | 0.01% | 0.0% |
| Q2 2019 | $1,984,000 | +396.0% | 55,115 | +396.1% | 0.01% | +400.0% |
| Q1 2019 | $400,000 | – | 11,109 | – | 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% |