Cambridge Investment Research Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 30 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,777
+754.3%
38,850
+770.7%
0.01%
+700.0%
Q2 2023$208
-94.6%
4,462
-95.2%
0.00%
-95.0%
Q4 2022$3,834
-99.9%
92,219
-2.5%
0.02%0.0%
Q3 2022$3,629,000
+2.3%
94,540
+8.7%
0.02%
+5.3%
Q2 2022$3,549,000
-6.2%
86,977
+11.2%
0.02%
+11.8%
Q1 2022$3,783,000
-0.3%
78,216
+3.8%
0.02%0.0%
Q4 2021$3,794,000
+11.9%
75,338
+2.2%
0.02%0.0%
Q3 2021$3,391,000
-0.7%
73,742
-0.2%
0.02%
+6.2%
Q2 2021$3,414,000
+8.4%
73,872
+1.7%
0.02%
-5.9%
Q1 2021$3,150,000
+6.0%
72,656
-1.9%
0.02%0.0%
Q4 2020$2,973,000
+0.9%
74,027
-11.0%
0.02%
-15.0%
Q3 2020$2,947,000
-8.0%
83,194
-13.9%
0.02%
-16.7%
Q2 2020$3,204,000
+5.8%
96,583
-10.4%
0.02%
-17.2%
Q1 2020$3,029,000
-20.3%
107,765
+4.0%
0.03%0.0%
Q4 2019$3,802,000
+12.7%
103,617
+3.0%
0.03%
-3.3%
Q3 2019$3,373,000
+11.6%
100,573
+9.4%
0.03%
+7.1%
Q2 2019$3,022,000
+23.1%
91,895
+19.0%
0.03%
+21.7%
Q1 2019$2,455,000
+23.2%
77,220
+9.3%
0.02%
+4.5%
Q4 2018$1,992,000
-0.5%
70,632
+15.2%
0.02%
+15.8%
Q3 2018$2,003,000
+18.5%
61,319
+11.3%
0.02%
+5.6%
Q2 2018$1,690,000
+18.3%
55,096
+17.2%
0.02%
+12.5%
Q1 2018$1,428,000
+64.1%
47,022
+68.0%
0.02%
+60.0%
Q4 2017$870,000
+37.4%
27,995
+285.0%
0.01%
+11.1%
Q3 2017$633,000
-27.7%
7,272
-30.8%
0.01%
-30.8%
Q2 2017$876,000
-7.8%
10,515
-9.8%
0.01%
-18.8%
Q1 2017$950,000
-34.5%
11,661
-37.9%
0.02%
-40.7%
Q4 2016$1,450,000
-5.8%
18,763
-11.2%
0.03%
-6.9%
Q3 2016$1,539,000
-0.3%
21,125
-4.6%
0.03%
-12.1%
Q2 2016$1,543,000
-12.5%
22,153
-12.4%
0.03%
-17.5%
Q1 2016$1,763,000
+1.6%
25,290
+1.0%
0.04%
-2.4%
Q4 2015$1,736,000
-0.1%
25,028
-5.7%
0.04%
-18.0%
Q3 2015$1,738,000
-9.7%
26,546
-1.6%
0.05%
-5.7%
Q2 2015$1,925,000
-7.6%
26,974
-7.3%
0.05%
-10.2%
Q1 2015$2,083,000
-5.6%
29,107
-5.0%
0.06%
-13.2%
Q4 2014$2,206,000
-0.7%
30,648
-5.0%
0.07%
+4.6%
Q3 2014$2,221,000
-16.7%
32,249
-17.5%
0.06%
-30.1%
Q2 2014$2,667,000
-0.9%
39,091
-4.7%
0.09%
-8.8%
Q1 2014$2,690,000
+1.9%
41,033
+0.2%
0.10%
-5.6%
Q4 2013$2,640,000
-0.5%
40,949
-9.5%
0.11%
-6.9%
Q3 2013$2,653,000
-14.9%
45,271
-18.3%
0.12%
-26.6%
Q2 2013$3,117,00055,4190.16%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,500,452$68,645,66217.13%
Team Financial Group, LLC 396,637$18,146,16314.99%
Garrett Wealth Advisory Group, LLC 584,405$26,736,64212.17%
KLR INVESTMENT ADVISORS, LLC 55,675$2,434,1092.21%
VISTA INVESTMENT MANAGEMENT 77,133$3,528,8351.85%
Financial Gravity Asset Management, Inc. 3,042,548$124,217,5731.37%
Insight Advisors, LLC/ PA 80,284$3,672,9930.84%
Marietta Wealth Management, LLC 85,346$3,904,5660.78%
Redwood Financial Network Corp 12,396$567,1200.60%
Relative Value Partners Group, LLC 165,828$7,586,6500.51%
View complete list of WISDOMTREE TR shareholders