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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $876,000 | +8.8% | 26,640 | +5.3% | 0.17% | +7.0% |
| Q1 2019 | $805,000 | +16.5% | 25,309 | +3.2% | 0.16% | +5.4% |
| Q4 2018 | $691,000 | -17.5% | 24,513 | -4.4% | 0.15% | -5.1% |
| Q3 2018 | $838,000 | +9.8% | 25,654 | +3.2% | 0.16% | +4.7% |
| Q2 2018 | $763,000 | +5.0% | 24,861 | +3.8% | 0.15% | +5.6% |
| Q1 2018 | $727,000 | -6.6% | 23,947 | -4.4% | 0.14% | -5.3% |
| Q4 2017 | $778,000 | +22.9% | 25,039 | +222.1% | 0.15% | +2.0% |
| Q1 2017 | $633,000 | +15.1% | 7,774 | +9.2% | 0.15% | +3.5% |
| Q4 2016 | $550,000 | +10.9% | 7,118 | +4.5% | 0.14% | +6.0% |
| Q3 2016 | $496,000 | -25.4% | 6,810 | -28.7% | 0.13% | -28.0% |
| Q2 2016 | $665,000 | +3.7% | 9,552 | +3.8% | 0.19% | -5.1% |
| Q1 2016 | $641,000 | +6.7% | 9,202 | +6.3% | 0.20% | -4.4% |
| Q4 2015 | $601,000 | +10.5% | 8,660 | +4.3% | 0.20% | +5.1% |
| Q3 2015 | $544,000 | -2.3% | 8,302 | +6.4% | 0.20% | +7.1% |
| Q2 2015 | $557,000 | -0.7% | 7,806 | +1.8% | 0.18% | +0.6% |
| Q1 2015 | $561,000 | +7.9% | 7,668 | +3.8% | 0.18% | +5.8% |
| Q4 2014 | $520,000 | +4.0% | 7,386 | +1.6% | 0.17% | 0.0% |
| Q3 2014 | $500,000 | +4.6% | 7,267 | +3.8% | 0.17% | +5.6% |
| Q2 2014 | $478,000 | +2.6% | 7,002 | -1.5% | 0.16% | -1.8% |
| Q1 2014 | $466,000 | +8.9% | 7,109 | +7.0% | 0.16% | +85.4% |
| Q4 2013 | $428,000 | +21.2% | 6,646 | +10.4% | 0.09% | -35.5% |
| Q3 2013 | $353,000 | +11.7% | 6,020 | +7.1% | 0.14% | +97.1% |
| Q2 2013 | $316,000 | – | 5,619 | – | 0.07% | – |
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% |