WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 73 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $194,000 | -78.2% | 5,279 | -80.1% | 0.01% | -80.3% |
| Q3 2019 | $888,000 | +3.0% | 26,485 | +1.0% | 0.07% | -2.9% |
| Q2 2019 | $862,000 | -4.8% | 26,221 | -7.9% | 0.07% | -9.3% |
| Q1 2019 | $905,000 | +12.7% | 28,473 | 0.0% | 0.08% | 0.0% |
| Q4 2018 | $803,000 | -20.3% | 28,473 | -7.8% | 0.08% | -23.5% |
| Q3 2018 | $1,008,000 | +4.8% | 30,871 | -1.6% | 0.10% | -1.0% |
| Q2 2018 | $962,000 | +1.5% | 31,371 | +0.5% | 0.10% | -7.5% |
| Q1 2018 | $948,000 | -0.9% | 31,227 | +1.4% | 0.11% | +3.9% |
| Q4 2017 | $957,000 | +9.2% | 30,809 | +206.3% | 0.10% | +4.0% |
| Q3 2017 | $876,000 | +4.9% | 10,060 | +0.4% | 0.10% | +1.0% |
| Q2 2017 | $835,000 | +2.7% | 10,018 | +0.4% | 0.10% | -2.0% |
| Q1 2017 | $813,000 | -1.7% | 9,977 | -6.7% | 0.10% | -9.9% |
| Q4 2016 | $827,000 | -5.2% | 10,699 | -10.6% | 0.11% | -22.9% |
| Q3 2016 | $872,000 | +4.6% | 11,972 | 0.0% | 0.14% | +0.7% |
| Q2 2016 | $834,000 | +0.5% | 11,972 | +0.5% | 0.14% | -2.7% |
| Q1 2016 | $830,000 | +1.0% | 11,912 | +0.5% | 0.15% | 0.0% |
| Q4 2015 | $822,000 | +6.6% | 11,855 | +0.7% | 0.15% | -7.0% |
| Q3 2015 | $771,000 | -7.8% | 11,778 | +0.6% | 0.16% | -2.5% |
| Q2 2015 | $836,000 | +0.1% | 11,713 | +0.5% | 0.16% | -4.7% |
| Q1 2015 | $835,000 | 0.0% | 11,658 | +0.5% | 0.17% | -3.4% |
| Q4 2014 | $835,000 | +4.9% | 11,605 | +0.4% | 0.18% | -5.4% |
| Q3 2014 | $796,000 | +1.4% | 11,554 | +0.5% | 0.19% | +4.5% |
| Q2 2014 | $785,000 | -21.7% | 11,501 | -24.8% | 0.18% | -27.0% |
| Q1 2014 | $1,002,000 | +2.3% | 15,290 | +0.7% | 0.24% | +0.4% |
| Q4 2013 | $979,000 | +10.0% | 15,187 | 0.0% | 0.24% | +0.4% |
| Q3 2013 | $890,000 | +4.8% | 15,187 | +0.7% | 0.24% | +3.0% |
| Q2 2013 | $849,000 | – | 15,088 | – | 0.24% | – |
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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% |