AVANTAX ADVISORY SERVICES, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 46 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,568,987
-6.5%
99,869
-4.5%
0.05%
-8.9%
Q2 2023$4,884,333
+5.6%
104,567
-1.1%
0.06%
-1.8%
Q1 2023$4,624,123
+5.9%
105,767
+0.7%
0.06%
-1.7%
Q4 2022$4,365,053
+6.3%
104,980
-1.9%
0.06%
-7.9%
Q3 2022$4,107,000
-10.3%
106,986
-4.7%
0.06%
-8.7%
Q2 2022$4,578,000
-18.7%
112,214
-3.5%
0.07%
-10.4%
Q1 2022$5,628,000
-6.7%
116,336
-2.9%
0.08%
-15.4%
Q4 2021$6,033,000
+11.6%
119,794
+1.9%
0.09%
+1.1%
Q3 2021$5,404,000
-8.2%
117,553
-7.7%
0.09%
-15.9%
Q2 2021$5,884,000
+7.2%
127,385
+0.6%
0.11%
-9.3%
Q1 2021$5,491,000
+8.9%
126,583
+0.9%
0.12%
-1.7%
Q4 2020$5,040,000
-25.7%
125,479
-34.4%
0.12%
+10.1%
Q3 2020$6,781,000
+44.3%
191,399
+35.0%
0.11%
-19.3%
Q2 2020$4,699,000
+20.1%
141,749
+1.9%
0.14%
+15.4%
Q1 2020$3,913,000
-22.6%
139,108
+1.0%
0.12%0.0%
Q4 2019$5,053,000
+2364.9%
137,698
+2030.9%
0.12%
+963.6%
Q1 2019$205,0006,4620.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
MOLLER WEALTH PARTNERS 24,888$1,714,0000.81%
WFG Advisors, LP 17,042$1,174,0000.22%
MYCIO WEALTH PARTNERS, LLC 11,554$796,0000.19%
CUTLER INVESTMENT COUNSEL LLC 7,267$500,0000.17%
BAR HARBOR WEALTH MANAGEMENT 13,554$933,0000.12%
Placemark Investments, Inc. 59,997$4,131,0000.08%
Cambridge Investment Research Advisors, Inc. 32,249$2,221,0000.06%
Carroll Financial Associates, Inc. 2,000$142,0000.04%
Concert Wealth Management Inc. 3,515$242,0000.03%
NEW ENGLAND SECURITIES CORP /MA/ 1,047$72,0000.02%
View complete list of WISDOMTREE TR shareholders