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 | $4,422,914 | -0.8% | 102,217 | +2.8% | 0.00% | 0.0% |
| Q2 2023 | $4,456,422 | -35.3% | 99,452 | -37.6% | 0.00% | -50.0% |
| Q1 2023 | $6,888,889 | +3.6% | 159,391 | +2.1% | 0.00% | 0.0% |
| Q4 2022 | $6,646,596 | +54.4% | 156,060 | +42.0% | 0.00% | +100.0% |
| Q3 2022 | $4,304,000 | -35.8% | 109,876 | -32.6% | 0.00% | -50.0% |
| Q2 2022 | $6,707,000 | +51.0% | 163,132 | +76.1% | 0.00% | +100.0% |
| Q1 2022 | $4,442,000 | +0.0% | 92,638 | +7.3% | 0.00% | 0.0% |
| Q4 2021 | $4,440,000 | +13.4% | 86,368 | +6.6% | 0.00% | 0.0% |
| Q3 2021 | $3,915,000 | -49.1% | 81,014 | -48.0% | 0.00% | -50.0% |
| Q2 2021 | $7,693,000 | +9.2% | 155,753 | +4.8% | 0.00% | 0.0% |
| Q1 2021 | $7,044,000 | +88.5% | 148,649 | +54.8% | 0.00% | +100.0% |
| Q4 2020 | $3,736,000 | +45.5% | 96,001 | +11.7% | 0.00% | 0.0% |
| Q3 2020 | $2,567,000 | -22.3% | 85,973 | -26.2% | 0.00% | 0.0% |
| Q2 2020 | $3,305,000 | -2.0% | 116,434 | -22.9% | 0.00% | 0.0% |
| Q1 2020 | $3,374,000 | -58.4% | 151,072 | -28.3% | 0.00% | -50.0% |
| Q4 2019 | $8,102,000 | +12.7% | 210,737 | +4.4% | 0.00% | 0.0% |
| Q3 2019 | $7,190,000 | -28.5% | 201,952 | -27.9% | 0.00% | -33.3% |
| Q2 2019 | $10,056,000 | -27.5% | 280,275 | -27.0% | 0.00% | -25.0% |
| Q1 2019 | $13,863,000 | +9.3% | 383,895 | -3.1% | 0.00% | 0.0% |
| Q4 2018 | $12,688,000 | -34.6% | 396,000 | -18.6% | 0.00% | -20.0% |
| Q3 2018 | $19,386,000 | +8.1% | 486,607 | +5.0% | 0.01% | 0.0% |
| Q2 2018 | $17,930,000 | +30.4% | 463,415 | +20.4% | 0.01% | +25.0% |
| Q1 2018 | $13,752,000 | +29.4% | 384,909 | +31.1% | 0.00% | +33.3% |
| Q4 2017 | $10,631,000 | -1.4% | 293,519 | -4.8% | 0.00% | 0.0% |
| Q3 2017 | $10,778,000 | +10.2% | 308,230 | +3.5% | 0.00% | 0.0% |
| Q2 2017 | $9,783,000 | +3.5% | 297,902 | +1.6% | 0.00% | 0.0% |
| Q1 2017 | $9,448,000 | +74.7% | 293,320 | +429.5% | 0.00% | +50.0% |
| Q4 2016 | $5,408,000 | +45.0% | 55,397 | +26.2% | 0.00% | +100.0% |
| Q3 2016 | $3,729,000 | +36.9% | 43,902 | +27.3% | 0.00% | 0.0% |
| Q2 2016 | $2,724,000 | -0.7% | 34,474 | -3.3% | 0.00% | 0.0% |
| Q1 2016 | $2,743,000 | -45.1% | 35,665 | -45.9% | 0.00% | -50.0% |
| Q4 2015 | $4,998,000 | -21.4% | 65,928 | -23.8% | 0.00% | -33.3% |
| Q3 2015 | $6,359,000 | -61.2% | 86,522 | -55.4% | 0.00% | -50.0% |
| Q2 2015 | $16,393,000 | -44.3% | 193,869 | -44.3% | 0.01% | 0.0% |
| Q1 2015 | $29,416,000 | +121.6% | 348,096 | +117.0% | 0.01% | +20.0% |
| Q4 2014 | $13,273,000 | +8.5% | 160,442 | -0.2% | 0.01% | 0.0% |
| Q3 2014 | $12,230,000 | -17.2% | 160,778 | -10.1% | 0.01% | -16.7% |
| Q2 2014 | $14,771,000 | -5.1% | 178,769 | -6.3% | 0.01% | -14.3% |
| Q1 2014 | $15,560,000 | +1.0% | 190,754 | +1.0% | 0.01% | 0.0% |
| Q4 2013 | $15,410,000 | +132.2% | 188,775 | +110.4% | 0.01% | +133.3% |
| Q3 2013 | $6,636,000 | +58.9% | 89,710 | +43.5% | 0.00% | +50.0% |
| Q2 2013 | $4,177,000 | – | 62,519 | – | 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% |