WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 111 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $759,172 | +0.4% | 17,545 | +4.0% | 0.01% | 0.0% |
| Q2 2023 | $755,810 | -2.7% | 16,867 | -6.2% | 0.01% | 0.0% |
| Q1 2023 | $776,836 | -0.1% | 17,974 | -1.7% | 0.01% | 0.0% |
| Q4 2022 | $778,000 | +5.3% | 18,276 | -3.2% | 0.01% | 0.0% |
| Q3 2022 | $739,000 | -5.1% | 18,877 | -0.3% | 0.01% | 0.0% |
| Q2 2022 | $779,000 | +4.7% | 18,939 | +22.1% | 0.01% | +20.0% |
| Q1 2022 | $744,000 | -7.5% | 15,515 | -0.8% | 0.01% | 0.0% |
| Q4 2021 | $804,000 | -4.4% | 15,633 | -10.1% | 0.01% | -16.7% |
| Q3 2021 | $841,000 | +15.4% | 17,392 | +17.9% | 0.01% | 0.0% |
| Q2 2021 | $729,000 | -6.7% | 14,752 | -10.5% | 0.01% | -14.3% |
| Q1 2021 | $781,000 | +16.7% | 16,486 | -4.1% | 0.01% | 0.0% |
| Q4 2020 | $669,000 | +24.6% | 17,197 | -4.3% | 0.01% | +16.7% |
| Q3 2020 | $537,000 | -42.5% | 17,964 | -45.4% | 0.01% | -45.5% |
| Q2 2020 | $934,000 | -20.7% | 32,897 | -37.7% | 0.01% | -35.3% |
| Q1 2020 | $1,178,000 | -78.7% | 52,766 | -63.3% | 0.02% | -71.2% |
| Q4 2019 | $5,527,000 | +17.8% | 143,749 | +9.9% | 0.06% | +5.4% |
| Q3 2019 | $4,693,000 | -1.4% | 130,809 | -1.4% | 0.06% | -1.8% |
| Q2 2019 | $4,762,000 | +16.1% | 132,722 | +16.8% | 0.06% | +11.8% |
| Q1 2019 | $4,102,000 | +121.4% | 113,588 | +96.4% | 0.05% | +96.2% |
| Q4 2018 | $1,853,000 | -18.3% | 57,839 | +1.7% | 0.03% | 0.0% |
| Q3 2018 | $2,267,000 | +42.3% | 56,891 | +38.1% | 0.03% | +30.0% |
| Q2 2018 | $1,593,000 | -99.9% | 41,184 | +24.2% | 0.02% | +33.3% |
| Q1 2018 | $1,184,342,000 | +19.6% | 33,147 | +21.2% | 0.02% | +25.0% |
| Q4 2017 | $990,545,000 | +134.7% | 27,348 | +126.6% | 0.01% | +140.0% |
| Q3 2017 | $422,088,000 | – | 12,070 | – | 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% |