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 | $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. | 1,480,420 | $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% |