WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 29 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $203,000 | -3.8% | 4,194 | 0.0% | 0.06% | -6.0% |
| Q4 2021 | $211,000 | -86.4% | 4,194 | -80.8% | 0.07% | -90.5% |
| Q2 2015 | $1,557,000 | -0.3% | 21,815 | 0.0% | 0.71% | -1.9% |
| Q1 2015 | $1,561,000 | -12.8% | 21,815 | -12.3% | 0.72% | -18.6% |
| Q4 2014 | $1,791,000 | +4.5% | 24,888 | 0.0% | 0.89% | +9.7% |
| Q3 2014 | $1,714,000 | +0.9% | 24,888 | 0.0% | 0.81% | +4.7% |
| Q2 2014 | $1,698,000 | +4.1% | 24,888 | 0.0% | 0.77% | -7.2% |
| Q1 2014 | $1,631,000 | +1.3% | 24,888 | -0.3% | 0.83% | -3.7% |
| Q4 2013 | $1,610,000 | +10.0% | 24,966 | 0.0% | 0.86% | -6.0% |
| Q3 2013 | $1,463,000 | +4.2% | 24,966 | 0.0% | 0.92% | -10.3% |
| Q2 2013 | $1,404,000 | – | 24,966 | – | 1.02% | – |
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% |