WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 124 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
| 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% |
| CULBERTSON A N & CO INC | 63,463 | $2,746,044 | 0.55% |
| Oxler Private Wealth LLC | 17,100 | $739,966 | 0.37% |
| S.A. Mason LLC | 10,675 | $461,907 | 0.33% |
| Insight Advisors, LLC/ PA | 32,623 | $1,411,602 | 0.32% |
| True Wealth Design, LLC | 19,646 | $850,090 | 0.28% |
| Tyler-Stone Wealth Management | 11,053 | $478 | 0.27% |
| Essential Planning, LLC. | 11,023 | $476,965 | 0.26% |
| Team Financial Group, LLC | 7,165 | $310,043 | 0.26% |
| MOLLER WEALTH PARTNERS | 18,491 | $800,106 | 0.25% |
| Savant Capital, LLC | 355,360 | $15,376,448 | 0.23% |
External links
This page lists WISDOMTREE TR's shareholders in Q3 2023. To view WISDOMTREE TR's shareholder history, click here.