PRIVATE TRUST CO NA - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 103 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$206,227
+105117.9%
4,7170.0%0.03%
-3.4%
Q4 2022$196
-99.9%
4,7170.0%0.03%0.0%
Q3 2022$181,000
-5.7%
4,7170.0%0.03%
-3.3%
Q2 2022$192,0004,7170.03%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,500,452$68,645,66217.13%
Team Financial Group, LLC 396,637$18,146,16314.99%
Garrett Wealth Advisory Group, LLC 584,405$26,736,64212.17%
KLR INVESTMENT ADVISORS, LLC 55,675$2,434,1092.21%
VISTA INVESTMENT MANAGEMENT 77,133$3,528,8351.85%
Financial Gravity Asset Management, Inc. 3,042,548$124,217,5731.37%
Insight Advisors, LLC/ PA 80,284$3,672,9930.84%
Marietta Wealth Management, LLC 85,346$3,904,5660.78%
Redwood Financial Network Corp 12,396$567,1200.60%
Relative Value Partners Group, LLC 165,828$7,586,6500.51%
View complete list of WISDOMTREE TR shareholders