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 2022 | $187,000 | -31.0% | 4,762 | -27.8% | 0.01% | -31.2% |
| Q2 2022 | $271,000 | -22.6% | 6,597 | -9.7% | 0.02% | -5.9% |
| Q1 2022 | $350,000 | -9.1% | 7,306 | -2.5% | 0.02% | -56.4% |
| Q4 2021 | $385,000 | +7.2% | 7,495 | +0.9% | 0.04% | +105.3% |
| Q3 2021 | $359,000 | -11.4% | 7,427 | -9.4% | 0.02% | 0.0% |
| Q2 2021 | $405,000 | +13.8% | 8,196 | +8.9% | 0.02% | +5.6% |
| Q1 2021 | $356,000 | +30.4% | 7,523 | +7.3% | 0.02% | -70.0% |
| Q4 2020 | $273,000 | +435.3% | 7,009 | +312.3% | 0.06% | +1900.0% |
| Q3 2020 | $51,000 | – | 1,700 | – | 0.00% | – |
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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% |