WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 71 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $459,101 | -2.1% | 10,035 | 0.0% | 0.04% | +2.8% |
| Q2 2023 | $468,735 | +4.1% | 10,035 | -2.5% | 0.04% | 0.0% |
| Q1 2023 | $450,141 | +5.1% | 10,296 | 0.0% | 0.04% | +5.9% |
| Q4 2022 | $428,108 | +8.4% | 10,296 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $395,000 | -6.0% | 10,296 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $420,000 | -15.7% | 10,296 | 0.0% | 0.03% | -24.4% |
| Q1 2022 | $498,000 | -20.3% | 10,296 | -17.0% | 0.04% | -15.1% |
| Q4 2021 | $625,000 | +6.1% | 12,411 | -3.1% | 0.05% | -3.6% |
| Q3 2021 | $589,000 | -1.3% | 12,813 | -0.8% | 0.06% | 0.0% |
| Q2 2021 | $597,000 | -20.2% | 12,919 | -25.2% | 0.06% | -24.7% |
| Q1 2021 | $748,000 | -2.0% | 17,266 | -9.1% | 0.07% | -3.9% |
| Q4 2020 | $763,000 | +13.4% | 18,999 | 0.0% | 0.08% | +2.7% |
| Q3 2020 | $673,000 | +6.8% | 18,999 | 0.0% | 0.07% | +1.4% |
| Q2 2020 | $630,000 | -9.6% | 18,999 | -23.4% | 0.07% | -22.3% |
| Q1 2020 | $697,000 | -24.5% | 24,788 | -1.4% | 0.09% | -6.9% |
| Q4 2019 | $923,000 | +8.6% | 25,152 | -0.8% | 0.10% | +2.0% |
| Q3 2019 | $850,000 | -0.2% | 25,352 | -2.1% | 0.10% | 0.0% |
| Q2 2019 | $852,000 | -1.4% | 25,901 | -4.7% | 0.10% | -4.8% |
| Q1 2019 | $864,000 | +11.5% | 27,168 | -1.2% | 0.10% | +1.0% |
| Q4 2018 | $775,000 | -14.1% | 27,488 | -0.5% | 0.10% | +1.0% |
| Q3 2018 | $902,000 | +0.4% | 27,617 | -5.7% | 0.10% | -5.6% |
| Q2 2018 | $898,000 | +0.8% | 29,283 | -0.2% | 0.11% | -0.9% |
| Q1 2018 | $891,000 | -4.4% | 29,333 | -2.2% | 0.11% | +0.9% |
| Q4 2017 | $932,000 | +6.6% | 29,997 | +198.7% | 0.11% | +1.9% |
| Q3 2017 | $874,000 | -2.5% | 10,044 | -6.6% | 0.11% | -1.9% |
| Q2 2017 | $896,000 | -6.9% | 10,749 | -8.9% | 0.11% | -3.6% |
| Q1 2017 | $962,000 | +3.9% | 11,804 | -1.5% | 0.11% | +9.8% |
| Q4 2016 | $926,000 | +5.7% | 11,984 | -0.3% | 0.10% | +3.0% |
| Q3 2016 | $876,000 | +9.8% | 12,026 | +5.0% | 0.10% | +6.5% |
| Q2 2016 | $798,000 | -2.7% | 11,458 | -2.6% | 0.09% | -7.0% |
| Q1 2016 | $820,000 | -0.7% | 11,758 | -1.3% | 0.10% | -3.8% |
| Q4 2015 | $826,000 | +0.1% | 11,909 | -5.5% | 0.10% | -4.6% |
| Q3 2015 | $825,000 | -12.5% | 12,604 | -4.6% | 0.11% | -5.2% |
| Q2 2015 | $943,000 | -3.2% | 13,211 | -2.9% | 0.12% | -2.5% |
| Q1 2015 | $974,000 | +1.8% | 13,604 | +2.3% | 0.12% | -1.7% |
| Q4 2014 | $957,000 | +2.6% | 13,302 | -1.9% | 0.12% | 0.0% |
| Q3 2014 | $933,000 | +0.9% | 13,554 | 0.0% | 0.12% | +3.4% |
| Q2 2014 | $925,000 | +5.4% | 13,554 | +1.1% | 0.12% | +2.7% |
| Q1 2014 | $878,000 | -2.7% | 13,401 | -4.3% | 0.11% | -3.4% |
| Q4 2013 | $902,000 | +10.0% | 13,996 | 0.0% | 0.12% | +1.7% |
| Q3 2013 | $820,000 | +2.1% | 13,996 | -1.9% | 0.12% | -0.9% |
| Q2 2013 | $803,000 | -9.1% | 14,269 | -12.1% | 0.12% | -14.1% |
| Q1 2013 | $883,000 | – | 16,225 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,622,884 | $74,634,000 | 18.70% |
| JD Financial Services Inc. | 271,736 | $12,497,000 | 11.40% |
| BEACON FINANCIAL GROUP | 654,339 | $30,512,000 | 4.09% |
| DAIDO LIFE INSURANCE CO | 549,372 | $25,266,000 | 1.53% |
| Financial Gravity Asset Management, Inc. | 54,157 | $2,491,000 | 1.17% |
| CGN Advisors LLC | 77,979 | $3,586,000 | 1.17% |
| Truadvice, LLC | 22,961 | $1,135,000 | 1.04% |
| Marietta Wealth Management, LLC | 87,374 | $4,018,000 | 0.88% |
| Relative Value Partners Group, LLC | 217,946 | $10,023,000 | 0.75% |
| Insight Advisors, LLC/ PA | 47,649 | $2,345,000 | 0.70% |