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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $206 | -14.5% | 4,105 | -22.0% | 0.00% | -25.0% |
| 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. | 1,559,363 | $72,058,000 | 18.58% |
| JD Financial Services Inc. | 259,630 | $11,998,000 | 11.13% |
| BEACON FINANCIAL GROUP | 673,464 | $31,307,000 | 4.43% |
| DAIDO LIFE INSURANCE CO | 549,372 | $25,386,000 | 1.54% |
| Financial Gravity Asset Management, Inc. | 84,824 | $3,920,000 | 1.40% |
| CGN Advisors LLC | 75,787 | $3,502,000 | 1.11% |
| Marietta Wealth Management, LLC | 85,806 | $3,965,000 | 0.90% |
| 20/20 Capital Management, Inc. | 72,349 | $3,343,000 | 0.87% |
| Relative Value Partners Group, LLC | 217,618 | $10,056,000 | 0.78% |
| Truadvice, LLC | 67,320 | $3,178,000 | 0.69% |