WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 101 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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. | 1,480,420 | $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% |