WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 101 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,258,142 | -0.1% | 22,119 | -2.7% | 0.00% | 0.0% |
Q1 2024 | $1,259,277 | +11.5% | 22,731 | +0.9% | 0.00% | 0.0% |
Q4 2023 | $1,129,470 | +22.1% | 22,538 | +11.5% | 0.00% | 0.0% |
Q3 2023 | $925,072 | -1.9% | 20,220 | +0.1% | 0.00% | 0.0% |
Q2 2023 | $943,128 | +8.5% | 20,191 | +1.5% | 0.00% | 0.0% |
Q1 2023 | $869,407 | +5.4% | 19,886 | +0.3% | 0.00% | 0.0% |
Q4 2022 | $824,601 | +5.6% | 19,832 | -2.6% | 0.00% | 0.0% |
Q3 2022 | $781,000 | -5.7% | 20,355 | +0.3% | 0.00% | 0.0% |
Q2 2022 | $828,000 | -18.7% | 20,289 | -3.6% | 0.00% | 0.0% |
Q1 2022 | $1,018,000 | +0.4% | 21,054 | +4.5% | 0.00% | 0.0% |
Q4 2021 | $1,014,000 | +9.7% | 20,138 | +0.3% | 0.00% | 0.0% |
Q3 2021 | $924,000 | -0.2% | 20,082 | +0.3% | 0.00% | 0.0% |
Q2 2021 | $926,000 | +1.9% | 20,028 | -4.5% | 0.00% | 0.0% |
Q1 2021 | $909,000 | +8.3% | 20,961 | +0.4% | 0.00% | 0.0% |
Q4 2020 | $839,000 | +12.8% | 20,884 | -0.5% | 0.00% | 0.0% |
Q3 2020 | $744,000 | -4.4% | 20,993 | -10.5% | 0.00% | 0.0% |
Q2 2020 | $778,000 | +4.4% | 23,444 | -11.6% | 0.00% | -33.3% |
Q1 2020 | $745,000 | -9.7% | 26,519 | +17.9% | 0.00% | 0.0% |
Q4 2019 | $825,000 | -3.1% | 22,489 | -11.3% | 0.00% | 0.0% |
Q3 2019 | $851,000 | -11.3% | 25,368 | -13.1% | 0.00% | -25.0% |
Q2 2019 | $959,000 | -85.6% | 29,177 | -86.0% | 0.00% | -85.7% |
Q1 2019 | $6,641,000 | +16.7% | 208,906 | +3.5% | 0.03% | -6.7% |
Q4 2018 | $5,692,000 | +650.9% | 201,850 | +769.7% | 0.03% | +900.0% |
Q3 2018 | $758,000 | +23.9% | 23,208 | +16.3% | 0.00% | 0.0% |
Q2 2018 | $612,000 | -0.3% | 19,951 | -1.2% | 0.00% | -25.0% |
Q1 2018 | $614,000 | +2.7% | 20,202 | +5.0% | 0.00% | 0.0% |
Q4 2017 | $598,000 | +7.2% | 19,242 | +200.0% | 0.00% | 0.0% |
Q3 2017 | $558,000 | +4.5% | 6,414 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $534,000 | +2.1% | 6,414 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $523,000 | -0.8% | 6,414 | -5.9% | 0.00% | 0.0% |
Q4 2016 | $527,000 | +1.5% | 6,819 | -4.2% | 0.00% | -20.0% |
Q3 2016 | $519,000 | +8.6% | 7,119 | +3.7% | 0.01% | 0.0% |
Q2 2016 | $478,000 | 0.0% | 6,863 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $478,000 | -78.7% | 6,863 | -78.8% | 0.01% | -80.8% |
Q4 2015 | $2,248,000 | +14.6% | 32,413 | +8.2% | 0.03% | -21.2% |
Q3 2015 | $1,961,000 | – | 29,959 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Wealth Strategies, L.L.C. | 1,682,287 | $84,716,000 | 19.53% |
JD Financial Services Inc. | 281,271 | $14,165,000 | 11.67% |
BEACON FINANCIAL GROUP | 651,219 | $33,062,000 | 4.30% |
WIN ADVISORS, INC | 358,253 | $18,042,000 | 4.13% |
DAIDO LIFE INSURANCE CO | 549,372 | $27,666,000 | 1.53% |
CGN Advisors LLC | 85,568 | $4,309,000 | 1.12% |
Insight Advisors, LLC/ PA | 74,598 | $3,757,000 | 1.11% |
Truadvice, LLC | 23,282 | $1,129,000 | 1.06% |
IHT Wealth Management, LLC | 285,063 | $14,356,000 | 1.06% |
Marietta Wealth Management, LLC | 85,730 | $4,317,000 | 0.87% |