WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 111 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,493,000 | +3.1% | 26,255 | +0.4% | 0.00% | – |
Q1 2024 | $1,448,000 | +23.0% | 26,141 | +11.3% | 0.00% | – |
Q4 2023 | $1,177,000 | +1.3% | 23,491 | -7.5% | 0.00% | – |
Q3 2023 | $1,162,000 | +43.8% | 25,386 | +46.9% | 0.00% | – |
Q2 2023 | $808,000 | +13.0% | 17,283 | +5.6% | 0.00% | – |
Q1 2023 | $715,000 | +19.8% | 16,367 | +14.1% | 0.00% | – |
Q4 2022 | $597,000 | +10.4% | 14,345 | +1.8% | 0.00% | – |
Q3 2022 | $541,000 | +20.5% | 14,087 | +27.9% | 0.00% | – |
Q2 2022 | $449,000 | +14.2% | 11,014 | +35.2% | 0.00% | – |
Q1 2022 | $393,000 | -12.7% | 8,149 | -8.7% | 0.00% | – |
Q4 2021 | $450,000 | +8.7% | 8,927 | -0.9% | 0.00% | – |
Q3 2021 | $414,000 | -29.8% | 9,004 | -29.5% | 0.00% | – |
Q2 2021 | $590,000 | -8.0% | 12,768 | -13.6% | 0.00% | – |
Q1 2021 | $641,000 | +25.4% | 14,783 | +16.1% | 0.00% | – |
Q4 2020 | $511,000 | +11.8% | 12,731 | -1.3% | 0.00% | – |
Q3 2020 | $457,000 | -3.6% | 12,901 | -9.7% | 0.00% | – |
Q2 2020 | $474,000 | -52.2% | 14,285 | -59.6% | 0.00% | – |
Q1 2020 | $992,000 | -30.7% | 35,334 | -9.4% | 0.00% | -100.0% |
Q4 2019 | $1,431,000 | +77.3% | 39,013 | +62.2% | 0.00% | – |
Q3 2019 | $807,000 | -60.6% | 24,057 | -61.4% | 0.00% | -100.0% |
Q2 2019 | $2,047,000 | +182.0% | 62,244 | +172.4% | 0.00% | – |
Q1 2019 | $726,000 | -24.0% | 22,849 | -32.6% | 0.00% | – |
Q4 2018 | $955,000 | -19.1% | 33,889 | -6.2% | 0.00% | – |
Q3 2018 | $1,180,000 | +8.7% | 36,143 | +2.1% | 0.00% | – |
Q2 2018 | $1,086,000 | +5.3% | 35,392 | +4.3% | 0.00% | – |
Q1 2018 | $1,031,000 | +19.6% | 33,945 | +22.5% | 0.00% | – |
Q4 2017 | $862,000 | +168.5% | 27,721 | +650.8% | 0.00% | – |
Q3 2017 | $321,000 | +8.4% | 3,692 | +4.2% | 0.00% | – |
Q2 2017 | $296,000 | +109.9% | 3,543 | +104.2% | 0.00% | – |
Q1 2017 | $141,000 | -35.3% | 1,735 | -38.6% | 0.00% | – |
Q4 2016 | $218,000 | -14.8% | 2,827 | -19.8% | 0.00% | – |
Q3 2016 | $256,000 | +100.0% | 3,525 | +91.8% | 0.00% | – |
Q2 2016 | $128,000 | 0.0% | 1,838 | +0.1% | 0.00% | – |
Q1 2016 | $128,000 | -9.9% | 1,837 | -10.0% | 0.00% | – |
Q4 2015 | $142,000 | -36.3% | 2,040 | -40.0% | 0.00% | – |
Q3 2015 | $223,000 | -44.0% | 3,399 | -39.0% | 0.00% | – |
Q2 2015 | $398,000 | -8.5% | 5,576 | -8.3% | 0.00% | – |
Q1 2015 | $435,000 | +89.1% | 6,081 | +90.9% | 0.00% | – |
Q4 2014 | $230,000 | +18.6% | 3,185 | +13.2% | 0.00% | – |
Q3 2014 | $194,000 | +60.3% | 2,814 | +57.6% | 0.00% | – |
Q2 2014 | $121,000 | -96.4% | 1,786 | -96.5% | 0.00% | -100.0% |
Q1 2014 | $3,348,000 | +434.0% | 51,082 | +425.6% | 0.00% | – |
Q4 2013 | $627,000 | +5125.0% | 9,718 | +4759.0% | 0.00% | – |
Q3 2013 | $12,000 | -96.7% | 200 | -96.9% | 0.00% | – |
Q2 2013 | $366,000 | – | 6,501 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Wealth Strategies, L.L.C. | 1,682,287 | $84,716,000 | 19.53% |
JD Financial Services Inc. | 281,271 | $14,165,000 | 11.67% |
BEACON FINANCIAL GROUP | 651,219 | $33,062,000 | 4.30% |
WIN ADVISORS, INC | 358,253 | $18,042,000 | 4.13% |
DAIDO LIFE INSURANCE CO | 549,372 | $27,666,000 | 1.53% |
CGN Advisors LLC | 85,568 | $4,309,000 | 1.12% |
Insight Advisors, LLC/ PA | 74,598 | $3,757,000 | 1.11% |
Truadvice, LLC | 23,282 | $1,129,000 | 1.06% |
IHT Wealth Management, LLC | 285,063 | $14,356,000 | 1.06% |
Marietta Wealth Management, LLC | 85,730 | $4,317,000 | 0.87% |