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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $25,661 | +6.8% | 549,372 | 0.0% | 2.84% | +18.4% |
| Q1 2023 | $24,019 | +5.1% | 549,372 | 0.0% | 2.40% | +11.6% |
| Q4 2022 | $22,843 | -99.9% | 549,372 | 0.0% | 2.15% | +10.2% |
| Q3 2022 | $21,090,000 | -5.9% | 549,372 | 0.0% | 1.95% | +8.3% |
| Q2 2022 | $22,414,000 | -15.6% | 549,372 | 0.0% | 1.80% | +12.9% |
| Q1 2022 | $26,568,000 | -4.0% | 549,372 | 0.0% | 1.59% | +4.5% |
| Q4 2021 | $27,666,000 | +9.5% | 549,372 | 0.0% | 1.53% | -0.3% |
| Q3 2021 | $25,266,000 | -0.5% | 549,372 | 0.0% | 1.53% | -0.5% |
| Q2 2021 | $25,386,000 | +31.0% | 549,372 | +22.9% | 1.54% | +21.4% |
| Q1 2021 | $19,377,000 | +7.9% | 446,973 | 0.0% | 1.27% | -1.3% |
| Q4 2020 | $17,950,000 | +13.4% | 446,973 | 0.0% | 1.28% | -12.3% |
| Q3 2020 | $15,832,000 | +6.8% | 446,973 | 0.0% | 1.46% | -1.1% |
| Q2 2020 | $14,826,000 | +18.0% | 446,973 | 0.0% | 1.48% | +17.9% |
| Q1 2020 | $12,564,000 | -23.4% | 446,973 | 0.0% | 1.26% | +2.7% |
| Q4 2019 | $16,399,000 | +9.4% | 446,973 | 0.0% | 1.22% | +5.7% |
| Q3 2019 | $14,991,000 | +2.0% | 446,973 | 0.0% | 1.16% | +7.7% |
| Q2 2019 | $14,696,000 | +3.4% | 446,973 | 0.0% | 1.07% | -6.4% |
| Q1 2019 | $14,209,000 | +12.7% | 446,973 | 0.0% | 1.15% | -3.0% |
| Q4 2018 | $12,605,000 | -13.7% | 446,973 | 0.0% | 1.18% | -3.1% |
| Q3 2018 | $14,598,000 | +6.5% | 446,973 | 0.0% | 1.22% | +16.6% |
| Q2 2018 | $13,703,000 | +202.4% | 446,973 | +199.5% | 1.05% | +138.8% |
| Q1 2018 | $4,532,000 | – | 149,217 | – | 0.44% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,500,452 | $68,645,662 | 17.13% |
| Team Financial Group, LLC | 396,637 | $18,146,163 | 14.99% |
| Garrett Wealth Advisory Group, LLC | 584,405 | $26,736,642 | 12.17% |
| KLR INVESTMENT ADVISORS, LLC | 55,675 | $2,434,109 | 2.21% |
| VISTA INVESTMENT MANAGEMENT | 77,133 | $3,528,835 | 1.85% |
| Financial Gravity Asset Management, Inc. | 3,042,548 | $124,217,573 | 1.37% |
| Insight Advisors, LLC/ PA | 80,284 | $3,672,993 | 0.84% |
| Marietta Wealth Management, LLC | 85,346 | $3,904,566 | 0.78% |
| Redwood Financial Network Corp | 12,396 | $567,120 | 0.60% |
| Relative Value Partners Group, LLC | 165,828 | $7,586,650 | 0.51% |