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 | $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% | – |
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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% |