WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 84 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,903,400 | -1.9% | 85,320 | +0.2% | 0.00% | 0.0% |
| Q2 2023 | $3,978,947 | +5.5% | 85,184 | -1.2% | 0.00% | 0.0% |
| Q1 2023 | $3,769,736 | -21.5% | 86,225 | -25.3% | 0.00% | 0.0% |
| Q4 2022 | $4,800,137 | +19.9% | 115,443 | +10.8% | 0.00% | 0.0% |
| Q3 2022 | $4,002,000 | +223.0% | 104,236 | +243.4% | 0.00% | +100.0% |
| Q2 2022 | $1,239,000 | -87.7% | 30,357 | -85.4% | 0.00% | -80.0% |
| Q1 2022 | $10,073,000 | -20.3% | 208,292 | -17.0% | 0.01% | -16.7% |
| Q4 2021 | $12,633,000 | -35.3% | 250,864 | -40.9% | 0.01% | -45.5% |
| Q3 2021 | $19,523,000 | -1.3% | 424,503 | -0.8% | 0.01% | 0.0% |
| Q2 2021 | $19,780,000 | +6.7% | 428,041 | +0.1% | 0.01% | -8.3% |
| Q1 2021 | $18,531,000 | +2116.6% | 427,473 | +1952.5% | 0.01% | +1100.0% |
| Q4 2020 | $836,000 | +3.2% | 20,827 | -8.9% | 0.00% | 0.0% |
| Q3 2020 | $810,000 | -4.0% | 22,870 | -10.1% | 0.00% | 0.0% |
| Q2 2020 | $844,000 | +6.2% | 25,441 | -10.0% | 0.00% | 0.0% |
| Q1 2020 | $795,000 | -29.8% | 28,275 | -8.4% | 0.00% | 0.0% |
| Q4 2019 | $1,132,000 | -4.4% | 30,858 | -12.6% | 0.00% | 0.0% |
| Q3 2019 | $1,184,000 | +35.0% | 35,292 | +32.4% | 0.00% | 0.0% |
| Q2 2019 | $877,000 | -23.3% | 26,659 | -25.9% | 0.00% | -50.0% |
| Q1 2019 | $1,144,000 | -61.2% | 35,984 | -15.1% | 0.00% | -83.3% |
| Q2 2016 | $2,951,000 | -1.9% | 42,368 | -1.8% | 0.01% | -7.7% |
| Q1 2016 | $3,009,000 | -32.8% | 43,165 | -33.1% | 0.01% | -35.0% |
| Q4 2015 | $4,477,000 | +3.9% | 64,549 | -1.9% | 0.02% | -4.8% |
| Q3 2015 | $4,309,000 | -11.7% | 65,824 | -3.7% | 0.02% | -8.7% |
| Q2 2015 | $4,879,000 | -4.3% | 68,378 | -4.0% | 0.02% | -11.5% |
| Q1 2015 | $5,099,000 | +713.2% | 71,237 | +718.0% | 0.03% | +333.3% |
| Q4 2014 | $627,000 | +4.5% | 8,709 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $600,000 | +1.0% | 8,709 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $594,000 | -7.3% | 8,709 | -11.0% | 0.01% | -14.3% |
| Q1 2014 | $641,000 | +27.9% | 9,784 | +25.8% | 0.01% | +16.7% |
| Q4 2013 | $501,000 | – | 7,776 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,622,884 | $74,634,000 | 18.70% |
| JD Financial Services Inc. | 271,736 | $12,497,000 | 11.40% |
| BEACON FINANCIAL GROUP | 654,339 | $30,512,000 | 4.09% |
| DAIDO LIFE INSURANCE CO | 549,372 | $25,266,000 | 1.53% |
| Financial Gravity Asset Management, Inc. | 54,157 | $2,491,000 | 1.17% |
| CGN Advisors LLC | 77,979 | $3,586,000 | 1.17% |
| Truadvice, LLC | 22,961 | $1,135,000 | 1.04% |
| Marietta Wealth Management, LLC | 87,374 | $4,018,000 | 0.88% |
| Relative Value Partners Group, LLC | 217,946 | $10,023,000 | 0.75% |
| Insight Advisors, LLC/ PA | 47,649 | $2,345,000 | 0.70% |