WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 115 filers reported holding WISDOMTREE TR in Q2 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 | 238,723 | $9,351,000 | 9.12% |
| Kathleen S. Wright Associates Inc. | 179,241 | $7,021,000 | 5.69% |
| Essential Planning, LLC. | 20,757 | $813,000 | 4.69% |
| 3D/L Capital Management, LLC | 242,702 | $9,507,000 | 2.82% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 102,180 | $4,002,000 | 1.64% |
| HERBST GROUP, LLC | 43,439 | $1,702,000 | 1.40% |
| Forefront Analytics, LLC | 56,188 | $2,202,000 | 1.17% |
| PSI Advisors, LLC | 55,852 | $2,188,000 | 1.15% |
| Oxler Private Wealth LLC | 42,648 | $1,670,611,000 | 0.93% |
| 9258 Wealth Management, LLC | 91,090 | $3,568,000 | 0.91% |