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 | $241 | -99.9% | 5,264 | -23.5% | 0.00% | -20.0% |
| Q4 2022 | $286,000 | -99.9% | 6,883 | +2.2% | 0.01% | 0.0% |
| Q3 2022 | $259,000,000 | +104335.5% | 6,734 | +10.6% | 0.01% | 0.0% |
| Q2 2022 | $248,000 | +19.2% | 6,087 | +41.7% | 0.01% | +25.0% |
| Q1 2022 | $208,000 | -99.9% | 4,297 | +7.9% | 0.00% | 0.0% |
| Q4 2021 | $200,000,000 | – | 3,981 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,480,420 | $61,555,807 | 16.43% |
| Garrett Wealth Advisory Group, LLC | 562,815 | $23,401,883 | 12.02% |
| KLR INVESTMENT ADVISORS, LLC | 75,941 | $3,157,629 | 2.60% |
| DAIDO LIFE INSURANCE CO | 549,372 | $22,843 | 2.15% |
| VISTA INVESTMENT MANAGEMENT | 75,898 | $3,155,839 | 1.80% |
| Insight Advisors, LLC/ PA | 63,434 | $2,629,339 | 0.92% |
| Marietta Wealth Management, LLC | 90,873 | $3,778,501 | 0.86% |
| My Legacy Advisors, LLC | 42,219 | $1,890,145 | 0.81% |
| Essential Planning, LLC. | 23,777 | $907,932 | 0.70% |
| Relative Value Partners Group, LLC | 234,092 | $9,733,566 | 0.69% |