WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 120 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,238 | -1.4% | 352 | +2.0% | 0.00% | 0.0% |
| Q2 2023 | $15,456 | +110.8% | 345 | +102.9% | 0.00% | – |
| Q1 2023 | $7,331 | +228.0% | 170 | +226.9% | 0.00% | – |
| Q4 2022 | $2,235 | +11.8% | 52 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 52 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 52 | -8.8% | 0.00% | – |
| Q4 2021 | $3,000 | -98.8% | 57 | -98.9% | 0.00% | -100.0% |
| Q3 2021 | $260,000 | -2.3% | 5,383 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $266,000 | +4.3% | 5,379 | +0.0% | 0.01% | -11.1% |
| Q1 2021 | $255,000 | – | 5,377 | – | 0.01% | – |
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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% |