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 | $34,576,741 | +2.0% | 755,776 | +4.2% | 0.02% | 0.0% |
| Q2 2023 | $33,884,502 | +15.0% | 725,423 | +7.6% | 0.02% | +4.3% |
| Q1 2023 | $29,466,623 | +44.7% | 673,985 | +37.7% | 0.02% | +35.3% |
| Q4 2022 | $20,357,718 | +13.9% | 489,604 | +5.1% | 0.02% | 0.0% |
| Q3 2022 | $17,880,000 | -69.5% | 465,757 | -67.6% | 0.02% | -69.6% |
| Q2 2022 | $58,628,000 | -10.6% | 1,436,955 | +6.0% | 0.06% | 0.0% |
| Q1 2022 | $65,583,000 | +472.2% | 1,356,149 | +495.9% | 0.06% | +460.0% |
| Q4 2021 | $11,461,000 | +14.0% | 227,583 | +4.1% | 0.01% | +11.1% |
| Q3 2021 | $10,052,000 | +3.4% | 218,569 | +3.9% | 0.01% | -10.0% |
| Q2 2021 | $9,720,000 | +3.1% | 210,335 | -3.3% | 0.01% | -9.1% |
| Q1 2021 | $9,428,000 | +8.7% | 217,472 | +0.7% | 0.01% | 0.0% |
| Q4 2020 | $8,674,000 | +15.3% | 215,983 | +1.7% | 0.01% | -8.3% |
| Q3 2020 | $7,520,000 | +15.7% | 212,323 | +8.3% | 0.01% | +9.1% |
| Q2 2020 | $6,502,000 | +26.2% | 196,032 | +6.9% | 0.01% | 0.0% |
| Q1 2020 | $5,154,000 | -14.2% | 183,336 | +11.9% | 0.01% | 0.0% |
| Q4 2019 | $6,009,000 | +46.8% | 163,777 | +34.2% | 0.01% | +37.5% |
| Q3 2019 | $4,094,000 | +0.1% | 122,068 | -1.8% | 0.01% | -11.1% |
| Q2 2019 | $4,089,000 | +5.7% | 124,357 | +2.2% | 0.01% | 0.0% |
| Q1 2019 | $3,867,000 | +8.2% | 121,637 | -4.0% | 0.01% | -10.0% |
| Q4 2018 | $3,573,000 | -6.9% | 126,694 | +7.8% | 0.01% | +11.1% |
| Q3 2018 | $3,837,000 | +6.5% | 117,478 | +0.1% | 0.01% | 0.0% |
| Q2 2018 | $3,602,000 | -2.7% | 117,407 | -3.7% | 0.01% | -10.0% |
| Q1 2018 | $3,701,000 | +6.3% | 121,865 | +8.7% | 0.01% | -9.1% |
| Q4 2017 | $3,483,000 | -2.4% | 112,115 | +173.6% | 0.01% | -15.4% |
| Q3 2017 | $3,567,000 | +4.3% | 40,975 | -0.2% | 0.01% | 0.0% |
| Q2 2017 | $3,421,000 | +4.4% | 41,056 | +1.8% | 0.01% | -40.9% |
| Q1 2017 | $3,276,000 | +14.5% | 40,321 | +9.4% | 0.02% | 0.0% |
| Q4 2016 | $2,860,000 | -0.2% | 36,859 | -7.3% | 0.02% | -18.5% |
| Q3 2016 | $2,865,000 | +3.2% | 39,776 | -0.1% | 0.03% | +17.4% |
| Q2 2016 | $2,775,000 | -52.2% | 39,828 | -52.4% | 0.02% | +43.8% |
| Q1 2016 | $5,810,000 | -1.5% | 83,760 | -3.1% | 0.02% | 0.0% |
| Q4 2015 | $5,900,000 | +91.2% | 86,470 | +90.8% | 0.02% | -5.9% |
| Q3 2015 | $3,085,000 | -10.3% | 45,308 | -6.0% | 0.02% | 0.0% |
| Q2 2015 | $3,441,000 | -17.6% | 48,202 | -18.0% | 0.02% | -19.0% |
| Q1 2015 | $4,178,000 | +32.4% | 58,764 | +34.1% | 0.02% | +23.5% |
| Q4 2014 | $3,155,000 | +19.0% | 43,833 | +12.3% | 0.02% | +6.2% |
| Q3 2014 | $2,652,000 | -4.0% | 39,046 | -3.6% | 0.02% | 0.0% |
| Q2 2014 | $2,762,000 | +18.4% | 40,490 | +13.8% | 0.02% | +14.3% |
| Q1 2014 | $2,333,000 | -7.3% | 35,586 | -8.9% | 0.01% | -12.5% |
| Q4 2013 | $2,517,000 | -24.1% | 39,048 | -29.8% | 0.02% | -27.3% |
| Q3 2013 | $3,317,000 | +101.6% | 55,611 | +90.2% | 0.02% | +83.3% |
| Q2 2013 | $1,645,000 | – | 29,243 | – | 0.01% | – |
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% |