WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 117 filers reported holding WISDOMTREE TR in Q2 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 ↓ |
|---|---|---|---|
| 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% |