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 | $650,305 | -3.4% | 15,029 | 0.0% | 0.00% | – |
| Q2 2023 | $673,449 | -66.2% | 15,029 | -67.4% | 0.00% | – |
| Q1 2023 | $1,991,232 | +211.1% | 46,072 | +206.6% | 0.00% | – |
| Q4 2022 | $640,085 | +8.7% | 15,029 | 0.0% | 0.00% | – |
| Q3 2022 | $589,000 | -4.7% | 15,029 | 0.0% | 0.00% | – |
| Q2 2022 | $618,000 | -14.3% | 15,029 | 0.0% | 0.00% | – |
| Q1 2022 | $721,000 | -6.6% | 15,029 | 0.0% | 0.00% | – |
| Q4 2021 | $772,000 | +6.3% | 15,029 | 0.0% | 0.00% | – |
| Q3 2021 | $726,000 | -2.2% | 15,029 | 0.0% | 0.00% | – |
| Q2 2021 | $742,000 | +4.2% | 15,029 | 0.0% | 0.00% | – |
| Q1 2021 | $712,000 | -60.0% | 15,029 | -69.9% | 0.00% | -100.0% |
| Q3 2019 | $1,780,000 | +589.9% | 50,000 | +536.6% | 0.00% | – |
| Q2 2017 | $258,000 | -57.8% | 7,854 | -58.6% | 0.00% | – |
| Q1 2017 | $611,000 | -57.2% | 18,971 | +29.9% | 0.00% | – |
| Q4 2016 | $1,426,000 | -11.3% | 14,609 | -22.8% | 0.00% | – |
| Q3 2016 | $1,608,000 | -70.5% | 18,928 | -72.5% | 0.00% | -100.0% |
| Q2 2016 | $5,445,000 | +2.7% | 68,928 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $5,303,000 | +1.5% | 68,928 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $5,225,000 | +3.1% | 68,928 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $5,066,000 | +303.3% | 68,928 | +364.9% | 0.00% | – |
| Q2 2015 | $1,256,000 | +20.5% | 14,828 | +20.2% | 0.00% | – |
| Q1 2015 | $1,042,000 | +137.9% | 12,336 | +108.3% | 0.00% | – |
| Q3 2013 | $438,000 | – | 5,922 | – | 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% |