WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 108 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $456,951 | +2.2% | 9,988 | +4.3% | 0.04% | +5.9% |
| Q2 2023 | $447,155 | +4.4% | 9,573 | -2.2% | 0.03% | 0.0% |
| Q1 2023 | $428,150 | +5.6% | 9,793 | +0.5% | 0.03% | 0.0% |
| Q4 2022 | $405,322 | +6.1% | 9,748 | -2.0% | 0.03% | 0.0% |
| Q3 2022 | $382,000 | -1.8% | 9,945 | +4.2% | 0.03% | -2.9% |
| Q2 2022 | $389,000 | -15.8% | 9,545 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $462,000 | -4.0% | 9,545 | 0.0% | 0.04% | +2.9% |
| Q4 2021 | $481,000 | +10.8% | 9,545 | +1.2% | 0.03% | 0.0% |
| Q3 2021 | $434,000 | -0.7% | 9,435 | -0.2% | 0.03% | +3.0% |
| Q2 2021 | $437,000 | +8.2% | 9,450 | +1.3% | 0.03% | 0.0% |
| Q1 2021 | $404,000 | +11.0% | 9,330 | +2.9% | 0.03% | +6.5% |
| Q4 2020 | $364,000 | +15.9% | 9,065 | +2.3% | 0.03% | 0.0% |
| Q3 2020 | $314,000 | +10.6% | 8,865 | +3.5% | 0.03% | +3.3% |
| Q2 2020 | $284,000 | +13.6% | 8,565 | -3.7% | 0.03% | -6.2% |
| Q1 2020 | $250,000 | -24.7% | 8,890 | -1.7% | 0.03% | -3.0% |
| Q4 2019 | $332,000 | +12.5% | 9,040 | +2.8% | 0.03% | +3.1% |
| Q3 2019 | $295,000 | +10.9% | 8,795 | +8.8% | 0.03% | +10.3% |
| Q2 2019 | $266,000 | +3.5% | 8,085 | 0.0% | 0.03% | +3.6% |
| Q1 2019 | $257,000 | +23.6% | 8,085 | +9.5% | 0.03% | +7.7% |
| Q4 2018 | $208,000 | -17.8% | 7,382 | -4.5% | 0.03% | -3.7% |
| Q3 2018 | $253,000 | +6.8% | 7,732 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $237,000 | -5.2% | 7,732 | -5.9% | 0.03% | -6.9% |
| Q1 2018 | $250,000 | +5.5% | 8,217 | +7.7% | 0.03% | +11.5% |
| Q4 2017 | $237,000 | +7.7% | 7,632 | +202.6% | 0.03% | 0.0% |
| Q3 2017 | $220,000 | +2.8% | 2,522 | -1.9% | 0.03% | 0.0% |
| Q2 2017 | $214,000 | +0.9% | 2,572 | -1.2% | 0.03% | -3.7% |
| Q1 2017 | $212,000 | +1.0% | 2,602 | -4.3% | 0.03% | -3.6% |
| Q4 2016 | $210,000 | +2.4% | 2,719 | -3.4% | 0.03% | 0.0% |
| Q3 2016 | $205,000 | -5.1% | 2,814 | -9.8% | 0.03% | -6.7% |
| Q4 2015 | $216,000 | -3.6% | 3,119 | -0.6% | 0.03% | 0.0% |
| Q2 2015 | $224,000 | -0.4% | 3,139 | 0.0% | 0.03% | -6.2% |
| Q1 2015 | $225,000 | +8.7% | 3,139 | +9.0% | 0.03% | +18.5% |
| Q4 2014 | $207,000 | – | 2,880 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,365,495 | $66,041,000 | 16.29% |
| BEACON FINANCIAL GROUP | 414,281 | $20,275,000 | 2.70% |
| VISTA INVESTMENT MANAGEMENT | 62,156 | $3,006,000 | 1.65% |
| DAIDO LIFE INSURANCE CO | 549,372 | $26,568,000 | 1.59% |
| CGN Advisors LLC | 100,568 | $4,863,000 | 1.21% |
| Insight Advisors, LLC/ PA | 81,847 | $3,958,000 | 1.19% |
| Marietta Wealth Management, LLC | 88,692 | $4,289,000 | 0.90% |
| Relative Value Partners Group, LLC | 240,392 | $11,625,000 | 0.81% |
| Redwood Financial Network Corp | 13,116 | $634,000 | 0.59% |
| Truadvice, LLC | 22,159 | $989,000 | 0.55% |