WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 59 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $615,612 | -3.3% | 13,456 | -1.3% | 0.00% | 0.0% |
| Q2 2023 | $636,564 | +8.3% | 13,628 | +1.3% | 0.00% | 0.0% |
| Q1 2023 | $587,903 | +32.8% | 13,447 | +26.3% | 0.00% | – |
| Q4 2022 | $442,785 | +32.6% | 10,649 | +22.5% | 0.00% | – |
| Q3 2022 | $334,000 | +50.5% | 8,690 | +88.9% | 0.00% | – |
| Q1 2022 | $222,000 | -13.6% | 4,600 | -9.8% | 0.00% | – |
| Q4 2021 | $257,000 | +13.2% | 5,102 | -9.9% | 0.00% | – |
| Q4 2020 | $227,000 | +8.1% | 5,664 | -4.5% | 0.00% | – |
| Q3 2020 | $210,000 | -13.6% | 5,928 | -19.1% | 0.00% | – |
| Q2 2020 | $243,000 | +13.6% | 7,330 | +25.5% | 0.00% | – |
| Q4 2019 | $214,000 | – | 5,839 | – | 0.00% | – |
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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% |