WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 99 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,360,274 | +43.4% | 51,591 | +46.4% | 0.01% | -22.2% |
| Q2 2023 | $1,645,576 | -24.2% | 35,230 | -29.1% | 0.01% | +80.0% |
| Q1 2023 | $2,172,359 | +1.3% | 49,688 | -3.6% | 0.01% | 0.0% |
| Q4 2022 | $2,143,657 | +47.3% | 51,555 | +36.0% | 0.01% | +25.0% |
| Q3 2022 | $1,455,000 | +599.5% | 37,900 | +642.1% | 0.00% | +300.0% |
| Q2 2022 | $208,000 | – | 5,107 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,367,861 | $54,933,000 | 16.63% |
| BEACON FINANCIAL GROUP | 878,074 | $36,063,000 | 5.65% |
| Financial Gravity Asset Management, Inc. | 64,598 | $2,586,000 | 2.37% |
| DAIDO LIFE INSURANCE CO | 446,973 | $17,950,000 | 1.28% |
| CGN Advisors LLC | 70,936 | $2,849,000 | 1.14% |
| 20/20 Capital Management, Inc. | 87,192 | $3,559,000 | 1.04% |
| Marietta Wealth Management, LLC | 86,635 | $3,479,000 | 0.96% |
| Truadvice, LLC | 64,687 | $2,608,000 | 0.80% |
| Relative Value Partners Group, LLC | 207,410 | $8,330,000 | 0.79% |
| Patriot Financial Group Insurance Agency, LLC | 48,943 | $1,966,000 | 0.49% |