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 | ||||
|---|---|---|---|---|---|---|
| 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 | $205,000 | – | 6,462 | – | 0.01% | – |
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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% |