WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 94 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,304 | -1.0% | 4,968 | +1.1% | 0.00% | – |
| Q2 2023 | $229,572 | +6.1% | 4,915 | -0.7% | 0.00% | – |
| Q1 2023 | $216,424 | +42.3% | 4,950 | +35.3% | 0.00% | – |
| Q4 2022 | $152,142 | +2.8% | 3,659 | -5.2% | 0.00% | – |
| Q3 2022 | $148,000 | -5.7% | 3,859 | +0.2% | 0.00% | – |
| Q2 2022 | $157,000 | -12.3% | 3,850 | +3.9% | 0.00% | – |
| Q1 2022 | $179,000 | +51.7% | 3,704 | +57.2% | 0.00% | – |
| Q4 2021 | $118,000 | +26.9% | 2,356 | +16.5% | 0.00% | – |
| Q3 2021 | $93,000 | 0.0% | 2,022 | 0.0% | 0.00% | – |
| Q2 2021 | $93,000 | +69.1% | 2,022 | +58.2% | 0.00% | – |
| Q1 2021 | $55,000 | -21.4% | 1,278 | -26.4% | 0.00% | – |
| Q4 2020 | $70,000 | +12.9% | 1,737 | 0.0% | 0.00% | – |
| Q3 2020 | $62,000 | +169.6% | 1,737 | +150.6% | 0.00% | – |
| Q2 2020 | $23,000 | +21.1% | 693 | 0.0% | 0.00% | – |
| Q1 2020 | $19,000 | +171.4% | 693 | +278.7% | 0.00% | – |
| Q4 2019 | $7,000 | – | 183 | – | 0.00% | – |
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% |