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 | $38,008,203 | -1.3% | 878,396 | +2.2% | 0.00% | 0.0% |
| Q2 2023 | $38,498,253 | +7.1% | 859,144 | +3.3% | 0.00% | 0.0% |
| Q1 2023 | $35,940,499 | +12.3% | 831,571 | +10.7% | 0.00% | 0.0% |
| Q4 2022 | $32,003,234 | -2.8% | 751,426 | -10.6% | 0.00% | 0.0% |
| Q3 2022 | $32,925,000 | -4.8% | 840,569 | -0.0% | 0.00% | 0.0% |
| Q2 2022 | $34,578,000 | -22.3% | 840,885 | -9.4% | 0.00% | -33.3% |
| Q1 2022 | $44,527,000 | +18.3% | 928,412 | +26.7% | 0.01% | +20.0% |
| Q4 2021 | $37,653,000 | +14.4% | 732,542 | +7.6% | 0.01% | +25.0% |
| Q3 2021 | $32,904,000 | -6.4% | 680,828 | -4.4% | 0.00% | -20.0% |
| Q2 2021 | $35,160,000 | +6.2% | 711,898 | +1.9% | 0.01% | 0.0% |
| Q1 2021 | $33,092,000 | +34.7% | 698,443 | +10.6% | 0.01% | +25.0% |
| Q4 2020 | $24,576,000 | +13.7% | 631,453 | -12.7% | 0.00% | 0.0% |
| Q3 2020 | $21,610,000 | +4.0% | 723,443 | -1.2% | 0.00% | -20.0% |
| Q2 2020 | $20,771,000 | -29.2% | 731,885 | -44.3% | 0.01% | -37.5% |
| Q1 2020 | $29,331,000 | -41.8% | 1,313,510 | +0.2% | 0.01% | -33.3% |
| Q4 2019 | $50,383,000 | +7.5% | 1,310,347 | -0.4% | 0.01% | 0.0% |
| Q3 2019 | $46,856,000 | -2.3% | 1,316,191 | -1.6% | 0.01% | -7.7% |
| Q2 2019 | $47,977,000 | +1.9% | 1,337,159 | +2.6% | 0.01% | 0.0% |
| Q1 2019 | $47,082,000 | +8.7% | 1,303,838 | -3.6% | 0.01% | 0.0% |
| Q4 2018 | $43,314,000 | -34.7% | 1,351,859 | -18.8% | 0.01% | -23.5% |
| Q3 2018 | $66,340,000 | +3.2% | 1,665,160 | +0.2% | 0.02% | 0.0% |
| Q2 2018 | $64,271,000 | +16.2% | 1,661,199 | +7.3% | 0.02% | +13.3% |
| Q1 2018 | $55,321,000 | +18.5% | 1,548,312 | +20.1% | 0.02% | +15.4% |
| Q4 2017 | $46,686,000 | +11.6% | 1,288,950 | +7.7% | 0.01% | 0.0% |
| Q3 2017 | $41,847,000 | +15.2% | 1,196,657 | +8.2% | 0.01% | +18.2% |
| Q2 2017 | $36,324,000 | -46.0% | 1,106,072 | -47.1% | 0.01% | +10.0% |
| Q1 2017 | $67,286,000 | +2.0% | 2,088,988 | +209.3% | 0.01% | -9.1% |
| Q4 2016 | $65,940,000 | +145.1% | 675,402 | +113.3% | 0.01% | +22.2% |
| Q3 2016 | $26,900,000 | +12.1% | 316,701 | +4.2% | 0.01% | 0.0% |
| Q2 2016 | $24,001,000 | -9.7% | 303,806 | -12.1% | 0.01% | -10.0% |
| Q1 2016 | $26,576,000 | +7.0% | 345,463 | +5.5% | 0.01% | +11.1% |
| Q4 2015 | $24,831,000 | -16.6% | 327,584 | -19.1% | 0.01% | -18.2% |
| Q3 2015 | $29,779,000 | -25.3% | 405,165 | -14.0% | 0.01% | -21.4% |
| Q2 2015 | $39,878,000 | +8.7% | 470,918 | +8.5% | 0.01% | 0.0% |
| Q1 2015 | $36,672,000 | +124.0% | 433,959 | +119.2% | 0.01% | +133.3% |
| Q4 2014 | $16,375,000 | +44.7% | 197,940 | +33.1% | 0.01% | +50.0% |
| Q3 2014 | $11,316,000 | -31.2% | 148,759 | -25.3% | 0.00% | -33.3% |
| Q2 2014 | $16,447,000 | -5.8% | 199,044 | -7.0% | 0.01% | -14.3% |
| Q1 2014 | $17,455,000 | +0.1% | 213,992 | +0.2% | 0.01% | 0.0% |
| Q4 2013 | $17,435,000 | +118.2% | 213,595 | +97.8% | 0.01% | +75.0% |
| Q3 2013 | $7,989,000 | +161.9% | 108,012 | +136.6% | 0.00% | +100.0% |
| Q2 2013 | $3,050,000 | – | 45,645 | – | 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% |