WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 108 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,773 | -73.1% | 10,924 | -72.5% | 0.00% | – |
| Q2 2023 | $1,857,797 | +533.6% | 39,773 | +493.0% | 0.00% | – |
| Q1 2023 | $293,230 | -64.0% | 6,707 | -65.8% | 0.00% | – |
| Q4 2022 | $815,342 | -20.2% | 19,609 | -21.7% | 0.00% | – |
| Q2 2022 | $1,022,000 | -33.7% | 25,038 | -25.3% | 0.00% | – |
| Q3 2021 | $1,541,000 | +58.7% | 33,500 | +22.2% | 0.00% | – |
| Q3 2020 | $971,000 | -43.3% | 27,404 | -46.9% | 0.00% | -100.0% |
| Q2 2020 | $1,713,000 | -53.1% | 51,647 | -60.3% | 0.00% | -50.0% |
| Q1 2020 | $3,656,000 | +153.2% | 130,065 | +230.4% | 0.00% | +100.0% |
| Q4 2019 | $1,444,000 | +50.7% | 39,366 | +35.1% | 0.00% | – |
| Q2 2019 | $958,000 | -45.6% | 29,131 | -53.3% | 0.00% | -100.0% |
| Q4 2018 | $1,761,000 | +404.6% | 62,438 | +1388.7% | 0.00% | – |
| Q2 2017 | $349,000 | +13.3% | 4,194 | +11.0% | 0.00% | – |
| Q1 2017 | $308,000 | -72.6% | 3,778 | -75.5% | 0.00% | -100.0% |
| Q3 2016 | $1,123,000 | -55.5% | 15,417 | -57.7% | 0.00% | -66.7% |
| Q4 2015 | $2,524,000 | +317.9% | 36,405 | +296.1% | 0.00% | +200.0% |
| Q3 2015 | $604,000 | -56.8% | 9,190 | -53.1% | 0.00% | 0.0% |
| Q2 2015 | $1,398,000 | +301.7% | 19,580 | +302.2% | 0.00% | – |
| Q1 2015 | $348,000 | -66.1% | 4,868 | -65.9% | 0.00% | -100.0% |
| Q4 2014 | $1,028,000 | – | 14,275 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,365,495 | $66,041,000 | 16.29% |
| BEACON FINANCIAL GROUP | 414,281 | $20,275,000 | 2.70% |
| VISTA INVESTMENT MANAGEMENT | 62,156 | $3,006,000 | 1.65% |
| DAIDO LIFE INSURANCE CO | 549,372 | $26,568,000 | 1.59% |
| CGN Advisors LLC | 100,568 | $4,863,000 | 1.21% |
| Insight Advisors, LLC/ PA | 81,847 | $3,958,000 | 1.19% |
| Marietta Wealth Management, LLC | 88,692 | $4,289,000 | 0.90% |
| Relative Value Partners Group, LLC | 240,392 | $11,625,000 | 0.81% |
| Redwood Financial Network Corp | 13,116 | $634,000 | 0.59% |
| Truadvice, LLC | 22,159 | $989,000 | 0.55% |