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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,500,452 | $68,645,662 | 17.13% |
| Team Financial Group, LLC | 396,637 | $18,146,163 | 14.99% |
| Garrett Wealth Advisory Group, LLC | 584,405 | $26,736,642 | 12.17% |
| KLR INVESTMENT ADVISORS, LLC | 55,675 | $2,434,109 | 2.21% |
| VISTA INVESTMENT MANAGEMENT | 77,133 | $3,528,835 | 1.85% |
| Financial Gravity Asset Management, Inc. | 3,042,548 | $124,217,573 | 1.37% |
| Insight Advisors, LLC/ PA | 80,284 | $3,672,993 | 0.84% |
| Marietta Wealth Management, LLC | 85,346 | $3,904,566 | 0.78% |
| Redwood Financial Network Corp | 12,396 | $567,120 | 0.60% |
| Relative Value Partners Group, LLC | 165,828 | $7,586,650 | 0.51% |